Our solicitor data is in need of a major overhaul. In order to facilitate this in fundraising I would like to request the following (I believe) new functionality:
- Ability to rapidly add or change solicitors similar to Info/Flag tab in Reports.
- Ability to query to find accounts without solicitors (primary or per campaign).
- Ability to query to detect accounts with multiple solicitors (primary or campaign)
- Utility to mass "rename" solicitors in charges, payments, and linked>solicitors screens (eg. "Ploni Almoni" to "PA").
This would be of immediate use to us.
Thank you!
Yitzchok Markowitz
Ner Israel Rabbinical College
