All solicitors are now added to gift in batch-allow choosing specific solicitor

When we have the solicitor field in a batch, tabbing through that field adds all solicitors to the gift. We need to have the ability to choose none, some, or all solicitors.

  • Guest
  • Oct 1 2012
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  • Guest commented
    March 18, 2016 00:15

    It's cumbersome but you do have that ability when you click on the manifying glass or go to Gift > solicitor. Wish there could at least be an icon like there is for match/sc/schedule/split/etc.
    (It only auto fills the solicitors assigned to that fund/appeal for me)

  • Guest commented
    March 18, 2016 00:15

    You are correct - if a donor has multiple solicitors, and a solicitor is assigned to the constituent for a specific fund/appeal/campaign, then only that solicitor is auto-filled when a gift with a matching campaign/fund/appeal is entered. For us, however, the solicitors are assigned to donors, and we want all gifts to be counted toward that solicitor's performance, so we leave campaign/fund/appeal blank. In cases of multiple solicitors, if we added all campaigns/funds/appeals to all solicitors, we'd still get all solicitors auto-filled in batch. The problem here is the auto-fill function - it adds all solicitors that match, even if we pick a single one through the magnifying glass. We tested this, it doesn't work for us.

  • Guest commented
    March 18, 2016 00:15

    If the auto-fill is overriding your specific solicitor selections, Art, you need to report this as a bug. I have never seen it do this.

    Why in your case would someone be assigned and not get credit for a gift? How do your staff know who to credit and who not to?

  • Guest commented
    March 18, 2016 00:15

    Especially, the data entry person entering gifts through batch should only see active solicitors, not those with a date value in Date To