Allow to assign solicitors conditionally in workflow

It would be great if in workflow I could assign the action to the assigned solicitor, or if the record does not have a solicitor, then I can designate a solicitor to have those assigned to. Sometimes someone gives a gift at a level that triggers a special stewardship step, but not high enough to be assigned a solicitor.

  • Sophia Frome
  • May 6 2020
  • Reviewed: Voting Open
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  • Julia Kalinkina commented
    August 25, 2020 03:27

    We assign solicitor depending on the state (preferred address) - it would be great to be able to use that in workflow!