Ability to assign a solitor to a record

Having each consituent assigned to a development staff member (or any staff) would allow us to track data, run reports, or send information, only to those assigned to that solicitor. It also makes re-assignement possible when there is staff turnover or relationship transfer for other reasons. This is a standard feature on other CRMs.

  • Guest
  • Jul 2 2020
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  • Chad Pedigo commented
    May 04, 2021 18:19

    This is an excellent point and request. I am researching now as well for the same purpose and appreciate any answers or insights offered!