Auto Assign Solicitor based on Constituent Code

It would be helpful to have a feature to automatically assign a solicitor based on a new constituent's constituent code. I know that we can globally change records for existing constituents but I would like a certain constituent code (example, candidate) to assign a specific solicitor automatically when a new constituent is added to the database and labeled with the constituent code.

  • Guest
  • Aug 23 2018
  • Attach files