Add a preview step in the Global Add Solicitor process which allows for entry of specific amounts

When doing a Global Add to Assign Solicitors, it is currently only possible to enter one Amount for everyone on the list and no option to customize it for each constituent. Add a checkbox next to Amount to "Customize Amount" that triggers a preview screen to appear before writing the records which would allow you to view the entire list with the default amount entered for every constituent, before customizing the amount/goal. The point is to save a step by eliminating the need to do an import of the goal amount.

  • Guest
  • Nov 14 2014
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  • Guest commented
    March 18, 2016 00:04

    I need this desperately......if this is implemented I will no longer have to export, manual edit and then import back into the system. It take me hours as we have 70 solicitors for 2500 donors. This is a BRILLIANT IDEA!!!!!!!

  • Guest commented
    March 18, 2016 00:04

    This would save a lot of time.

  • Guest commented
    March 18, 2016 00:04

    We're about to migrate to RE. I can't believe this isn't a feature of RE. YIKES!

  • Guest commented
    March 18, 2016 00:04

    We are a small non-profit but as our Major Gifts program grows this would be very beneficial and a great time-saver.