In Gift Batch, users would like to see Assigned Solicitors to the Constituent In the Constituent View window.
Users would find working in Batch easier if the Assigned Solicitors were in view when creating the gift records.
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Guest
- Aug 1 2013
Related ideas
This would be useful to us as we import via Importomatic to a gift batch. Assigned solicitors do not automatically appear in the field when the batch is imported. There is no way to know if the record has a solicitor in batch unless you open each record and that is not efficient when you have a batch of 500+ transactions. If this was implemented, we would only need to merely click on the batch row and we would see the solicitor in the constituent window. Please implement this!!!
Do you have Assigned Solicitor as one of your batch fields? We include it in batch fields so we can credit correct solicitor. Just a thought.
With the issues RE has on filtering to current solicitors, just having current one visible would be nice but I sure don't want list of solicitors from 5 years ago.