Is it possible for a solicitor who gets a pledge to be automatically entered as the solicitor when the payment is recorded?

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1 Answer

answered Mar 27, 2015 by Admin
selected Feb 19, 2019 by yczehn
 
Best answer
If you have the solicitor setup for this campaign in solicitors it will be filled in. But just because he was the pledge solicitor doesn't have to be that he is the payment solicitor too.
commented Mar 27, 2015 by Pinkus
and how do you setup a solicitor for a campaign ?
commented Mar 29, 2015 by Admin
Under the Solicitor tab in Campaigns by the account screen.

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