When a gift is linked to a proposal with an assigned solicitor then the solicitor should be automatically assigned on the gift.

Currently, the only way for a solicitor to automatically be assigned to a gift is if they are assigned on the constituent record. If there is a solicitor assigned to a proposal, but not the constituent, then this will not automatically occur. We sometimes either have one constituent with multiple proposals with different solicitors assigned to them because of different funding needs or we have a constituent where the solicitor is only soliciting them for one particular gift (proposal) but it is not appropriate for them to be the solicitor to the constituent.

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  • May 1 2015
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