Fundraising Details in Assigned Solicitor Relationship Record

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Hello Community!


My organization is looking for a new way to forecast giving each FY. I have been looking at potentially using the Amount, Campaign, Fund and/or Appeal fields in the "Assigned Solicitor" tile (see below picture). However, I cannot figure out where that data can be pulled into a query or dashboard. 
  1. What does everyone else use these fields for?
  2. Where can I find and pull this information into queries or dashboards?
Thanks!

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  • Hi Katie Hendrickson‍, if you want to do this strictly from NXT do you have the search module? I would be the Opportunities tile. That has its own section in list so it would have more functionality.


    We don't use the assigned solicitor to set our goals but we do use the prospect tab/opportunities and that works for us.


    Hope this helps.

    Elizabeth


     

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