Product: ImportOmatic
Description: This solution describes how the solicitor processing rules function within the profile navigation pane
Environment: All
Version: All


The "Assigned Solicitor" processing rule located under "Relationships" in the profile navigation pane of a profile is for use regarding assigning a solicitor as a relationship to a constituent record only. This setting is not functioning or intended to function for adding a solicitor to gift records during the import process.

For additional information on mapping a solicitor to a gift record, please see this solution.

Refer to the ImportOmatic User Guide for additional information.