Adding Solicitors to revenue automatically

Nick Funtera

Hi, has anyone attempted to add a constituent relationship to revenue outside the usual way of a batch or directly on the donation form?


I would like to remove the manual process and if constituent has an RM/solicitor present at the time of donation, in either a queue or as a business rule apon commiting assign that RM to the revenue. This might be a customisation however would be good to know of any other similar solutions.


Thanks

Nick



 

Laura Pedersen

Hi Nick,

We are currently working with Blackbaud to do this as a customization by creating a new global change process. Unfortunately it is not available out of box.