Solicitor Management

+6 votes
219 views
asked Jul 28, 2016 in New Feature Requests by bismark

Our solicitor data is in need of a major overhaul. In order to facilitate this in fundraising I would like to request the following (I believe) new functionality:

  • Ability to rapidly add or change solicitors similar to Info/Flag tab in Reports.
  • Ability to query to find accounts without solicitors (primary or per campaign).
  • Ability to query to detect accounts with multiple solicitors (primary or campaign)
  • Utility to mass "rename" solicitors in charges, payments, and linked>solicitors screens (eg. "Ploni Almoni" to "PA").

This would be of immediate use to us.

Thank you!

Yitzchok Markowitz
Ner Israel Rabbinical College

commented Nov 22, 2016 by bismark
Any news on this?
commented Jan 22, 2017 by bismark
Two months later: Any news on this?
commented Mar 6, 2017 by bismark
Any news?

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