Business Rule to Turn off auto fill assigned solicitors into Gifts

When adding gifts into Raisers Edge (one-by-one or through batch) RE automatically fills in all Assigned Solicitors. The problem is that maybe only one solicitor raised the donation or maybe the constituent paid without the help of a solicitor.

It does not work for us to just delete the past assigned solicitors as we want to keep track of them. Also with thousands of donations coming in each week it becomes a lot of work.

I understand that this feature might facilitate some organizations so a business rule to simply turn it on or off would solve the problem for us. (We do not need this feature at all.)

  • Guest
  • May 31 2015
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  • Guest commented
    March 18, 2016 00:26

    Just FYI, it pulls in solicitors for that fund or appeal. So if assignments are made specific, you won't pull entire history.

    And you're right, some of us want that function so a business rule/option would be preferred to dropping function.

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  • Guest commented
    March 18, 2016 00:26

    Thanks JoAnn, you are right but we have thousands of solicitors around the world and they raise donations for multiple funds and campaigns in our system. So we cannot use this feature as is.

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