Solicitor Goals : Omatic Support

How can we help you today?

Start a new topic

started a topic over 4 years ago

Is there a way to add/update constituent solicitor goals for a specific fund using IOM?

1 Comment

said over 4 years ago

Unfortunately Brad there is not an option in IOM to import solicitor goals at this time. You can add the relationships which will create the assignments for solicitors. Here is a link to an already created suggestion and I would recommend adding votes to it, https://iom.uservoice.com/forums/18118-importomatic/suggestions/3044165-add-ability-to-import-solicitor-goal.
Cheri Carver