Please add an Appeal ID field for Constituent Solicitor imports
One way we track solicitor relationships is which solicitor personalizes an appeal (i.e. hand-written note) and/or which solicitor is an appeal letter coming from (for a particular package or segment).
We just recently wanted to start tracking this in RE. so when I apply an appeal to a group of records (via import), I'd like to be able to also assign solicitor relationships related to that appeal via the Constituent Solicitor import. However, the "Appeal ID" field is not in the import table. (It seems odd that both Fund and Campaign IDs are in the table, but not Appeal.)
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Guest
- Aug 20 2014
Related ideas
On a related note, you cannot export this appeal ID via Constituent Export under Assigned Solicitor Relationships. It is quite frustrating to see Fund ID and Campaign ID there, but not Appeal ID.
This has been a suggestion since 2014! Oh, come on, developers! Make the change!
3
Please add you votes and comments to this existing post:
Give appeals and solicitor relations same options as funds and solicitors have
Or vote for it both places :)
Posted quite some time ago and has some votes though not many as duplicate postings thin them out. Big frustration to me that solicitor assignments for appeals are not handled the same way as for fund/campaigns in that you can't import them and appeal is not option on pop-up when adding unassigned solicitor to gift in batch.
Definitely should be improved.
This is also frustrating for me since I have to add this by hand for each of my 50 solicitors. Since Appeal can be added through Global Add, it just makes sense that it should also be an available field in Import. Please map this field!
Thank you