Fundraiser Performance Management Ideas

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Detect when FPM contact reports, tasks, and proposals have missing Entity IDs due to recorded merging in the source system.

It would be helpful to receive a system notification when contact reports, tasks, and proposals are missing Entity IDs due to entity record merging that occurs in the source system. This can cause confusion and the perception of lost data for users who create those records in the system. By notifying administrators of these orphaned records, they can investigate and resolve affected records by updating the Entity IDs. This will ensure that the records remain correctly associated with Entity IDs.

  • Rocco Pugliese
  • Aug 15 2023
Activity Center
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