Solicitor Field on Journal tab in Mass Entries window in Fundraising not working

Question

One cannot enter data in the solicitor drop down nor does it display solicitor information that was entered on the Journal tab in Campaigns in Account in Fundraising.

Ideally I would like it to be able to enter/modify a solicitor in mass entries and have that propagate all the way to the solicitor field for the pledge that was created.

Answer 1

Correct, in Mass Entries you cannot enter or change most stuff of the add. You can only use it to process the status and complete. You need to go to the account for any changes.

Comments

Even if you cannot add or modify the solicitor, why doesn't the entries grid at least display the solicitor entered on the ad? The field in entries remains blank even if there is a solicitor entered.

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Actually there is no solicitor field in the Journal table. In accounts screen its pulling it from the charge record. Added now it should also pull from the charges record in the Mass Entry screen.

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Ahhh, the power of relational databases!

We will enter the solicitor in accounts but it will be very helpful to be able to see that in the table.

Tested/Working

Thank you!

-yam