Primary Solicitor should not auto-populate

Question

Currently, in fundraising, if there is no solicitor manually entered in the “solicitor” column on the pledge screen, the primary solicitor from the linked/solicitor tab populates the field. Is it possible to disable this auto populating so that if there is no manual entry on the pledge screen in the solicitor column that it should remain blank?

Comments

But then you would need to manually enter the solicitor each time? hat is the case that you do not want the solicitor?

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Correct. We would like to manually enter the solicitor every time. We still want there to be an option to have a solicitor for each pledge, but we sometimes want the solicitor field to be blank.

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For those time you do not want the solicitor why not just enter space then. Instead of having to enter the solicitor each time.

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We use the solicitor field on the pledge screen for different reporting and a different purpose from the primary solicitor on the linked tab.  When we run the reports based on the solicitor from the pledge field, if the field is blank it would be easy to identify if we missed an entry.  If the field auto populates with the primary solicitor, this information would be incorrect for our purpose and would be harder to find an entry that would need to be corrected.

The primary solicitor is probably not the solicitor that we want to track on the pledge screen.

Answer 1

Added option AutoGetSolicitor. Its not per user. Set it to false in order to not fill in the solicitor by itself.

Version after 12/04/2024

Comments

Thank you! Where do I find this option?

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