Assigning Membership Solicitors During OLX Processing

Aidan Lambert

Each one of our memberships comes with it's own solicitor. Normally, to assign the correct solicitor, it has to be done after the batch processing in OLX through a query (by finding all recent membership purchases and then going into each one and manually assigning the solicitor for the membership).

Is there a way to take care of this when creating the membership in OLX instead? From what I can tell, it's not possible to assign in the batch because they can only take Gift and Constituent record types, which don't have the membership solicitor property. I feel like this should be a field option whenever I click “Manage Memberships,”

but all I see are joined and expired on dates and whether or not its a new membership. Perhaps there's a way to define what fields are shown in the “Link Membership Information” window?