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Utilizing RE/FPM for Workflows?

  • 1.  Utilizing RE/FPM for Workflows?

    Posted 9 days ago
    How do you use the workflows within RENXT (or FPM if that makes sense) to ensure that you are creating a seamless process for capturing all gifts and pledges, connecting them to proposals, and ensuring the appropriate metrics feed into the correct reports/dashboards?




    Arielle Johnson
    (She, Her, Hers)
    Senior Associate Director of Gifts and Records Administration
    Advancement Services | Institutional Advancement

    100 West College Street, Granville, OH 43023 | Beth Eden 112
    Office: 740-587-6603 | Mobile: 614-312-8273

    ⇒ Make a Gift

  • 2.  RE: Utilizing RE/FPM for Workflows?

    Posted 9 days ago
    We've found that workflows in NXT are too underpowered to serve as process guide rails in a comprehensive way for this purpose, and that tools for administering workflows are even less developed (eg not being able to edit an active workflow, or assign the same workflow to a constituent again, etc.)

    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151

    Schedule a 30-minute consultation now:

  • 3.  RE: Utilizing RE/FPM for Workflows?

    Posted 9 days ago

    I must agree with you, Isaac.  We only use workflows to identify first-time gifts and gifts at a certain level to assist with prospecting and stewardship. It's definitely not at the level of sophistication where we really need that tool to work effectively. 







    Responsibility ~ Self-Assurance ~ Arranger ~ Relator ~ Input


  • 4.  RE: Utilizing RE/FPM for Workflows?

    Posted 8 days ago
    Agreed with Isaac.  We had such high hopes for workflows but it just isn't there yet.   May I ask you, Isaac and Michele, what you do instead?