Add setting to configuration for solicitor auto-fill in gift batch
A user would like a setting added to Configuration that allows the user to determine what conditions must be met for the Assigned Solicitor to auto-populate in a gift batch. Currently, RE is designed to auto-fill the solicitor only if the solicitor is assigned to both the constituent and the campaign/fund of the gift, but the functionality is not working properly. As of 7.92.5508.9, it allows the solicitor to auto-fill when the solicitor is only assigned to the constituent. When the functionality is fixed, this will cause a disruption to the user's business processes because they only assign solicitors to constituents. They do not assign solicitors to campaign/fund at all. They would like this to be an option in config so that they can determine what conditions must be met for the solicitor to auto-fill.
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Guest
- Jun 19 2013
Related ideas
Gift Solicitor auto-populate has been working exclusively through the assigned solicitor relationship for at least 10 years, and many major RE releases. It is reasonable for customers (like us) to have an expectation that the software will continue to function this way, and to have over the years, structured our database and our business processes to depend on this method of assigning gift solicitors (i.e. with no campaigns, or fund solicitors ever assigned). To modify the auto-populate rules now, would be very disruptive to our existing major donor program, to receipting, and to our reporting processes. If assignment through funds and campaigns were strictly enforced, then all of our auto-populate gift solicitor assignments would stop working.