Assign a different Amount to each constituent in a list when assigning Solicitor in Global Add

Rather than simply importing the Amount after the solicitor has been assigned, create a way to indicate the specific ask amount for each constituent.  Currently with Global Add of Solicitor, everyone is required to have the same Amount. 

I've seen another database that allows the review of the list and editing of details during this process.

It would be great to include a "preview" step to the Global Add process that allows individual ask amounts to be recorded for each constituent.

  • Chris Z
  • Apr 13 2016
Constituent record
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  • Guest commented
    April 15, 2016 18:21

    You would need to do something like this through and import. Global basically mean exactly the same into for all.

     

    How to import gift solicitors Note : Before you proceed with the following instructions, back up the database. ... Headers* ... Gift Link, Solicitor Import ID, Constituent Import ID, Amount
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