Allow us to see Solicitor type when selecting solicitor names in a gift record

We may have different solicitors for one donor depending on the events - the Founder for a golf outing, a Board member for the gala. When we select solicitor names in the gift record, there's no way to see which solicitor is linked with which type. This is a huge headache of mine and it would help if BB could make that change.

For the record, one of the tech support people at BB agreed with me and suggested I file this.

  • Guest
  • Jul 2 2014
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  • Guest commented
    September 12, 2019 15:33

    Did anyone find a work around for this? The suggestion was 5 years and it's still really frustrating that you can't see the solicitor type. Maybe in NXT?

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  • Guest commented
    March 18, 2016 00:32

    Yes, can see where it would be helpful to just show the type. I pick mine type based on the dates listed as it happens our different types have different dates. :)

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