Give appeals and solicitor relations same options as funds and solicitors have
Give appeals and solicitor relationships ability to be imported as assigned solicitor like you can for funds. When adding solcitor relationship to a record while in gift batch, add appeal field to data that can be entered.
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Guest
- Mar 9 2012
Related ideas
Our Data Entry clerk just requested that she be allowed to see the most recent assigned appeal/package as a constituent field option in a gift batch so she can easily add it to the gift batch. So I'm on only signing on to that half of this topic.
So frustrating! We can import a list of solicitors, and import their goals, but the goals can only be linked to a Campaign or a Fund, but not an appeal. Meanwhile, creating a solicitor goal for an appeal can be done one at a time.