Hi! I'm trying to do what Greg was talking about. I've done some work in the IOM code editor, but you lost me on the part where I need to connect it to a solicitor in the constituent record. Any help on this would be appreciated. Thanks!
Public Overrides Sub AfterGiftSave(oGift As CGift, Cancel As iCancel)
' Loop through each assigned solicitor on the gift's constituent
For Each oSol As CAssignedSolicitor In oGift.Constituent.Relations.AssignedSolicitors
' Add the current solicitor to the gift
' Set the Solicitor ID
.Fields(ERecordSolicitorFields.RECORDSOLICITOR_fld_SolicitorId) = oSol.Fields(EASSIGNEDSOLICITORFields.ASSIGNEDSOLICITOR_fld_SOLICITOR_ID)
' Set the Credit Amount
.Fields(ERecordSolicitorFields.RECORDSOLICITOR_fld_Amount) = oGift.Fields(EGiftFields.GIFT_fld_Amount)
' Save the gift
I recently, and by accident, discovered that imported gifts were not being linked to assigned solicitors. We know, when gifts are entered manually in a batch, that RE automatically links the solicitor to the gift (it has been doing it all along without my even knowing it!). It
is surprising, with IOM’s extensive RE integration, that this is not something
that will work by default when importing gifts via IOM.
Wayne, I've added my votes to your suggestion at http://iom.uservoice.com/forums/18118-importomatic/suggestions/7471075-automatically-assign-solicitors-to-gift-based-on-p