Auto-populate appeal solicitor in RE gift-batches

In RE, we need a method to auto-populate, within a gift batch, the solicitor assigned to the appeal to which the gift is coded. We do this already with the solicitor assigned to the donor's constituent record but there's no way to link a gift to the appeal solicitor.

  • Margi Baker
  • Nov 19 2015
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  • Guest commented
    March 18, 2016 01:11

    Sometimes I wonder if BB adds up # of times same general idea is posted. Margi, you may want to add your votes to existing suggestions as that seems to get better results. You'll find the same suggestion posted with name: Give appeals and solicitor relations same options as funds and solicitors have
    There are several others about appeals and solicitors also.
    :)

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