Can Solicitor choice in Gift Defaults be set up like it is in Action Defaults?

If the Solicitor choice in Gift Defaults could be set up like it is in Action Defaults, then we could select the donor's Staff Partner with Date To blank (we only allow one per donor), then the solicitor could fill in automatically in the Gift Defaults we have set up, which would increase efficiency and accuracy in gift entry.

  • Guest
  • Dec 12 2017
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