Automatically assign solicitors to gift based on profile solicitor type setting
Have a setting in IOM that allows automatic linking of a constituent solicitor to a gift based on the solicitor type.
ex. If we use "Gift Solicitor" as the solicitor type of constituent solicitors we want to automatically link to all gifts for that solicitor then I would choose that type from a list and check a box to "Automatically assign constituent solicitor to new gifts"
7
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Wayne
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