Prevent Solicitors with non-blank to dates or inactive status from being automatically entered on gift records.

  • Guest
  • Jul 27 2012
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    • Guest commented
      March 18, 2016 00:29

      AMEN and thank you

    • Guest commented
      March 18, 2016 00:29

      Can it be to prevent those whose assignment end date has passed? We enter 'to date' on our solicitor assignments that coincide with end of campaign/fund/appeal.
      But would love if solicitor from 5 years ago didn't autofill.