• Open the appropriate gift or add a new one.

    • There are three ways to select the solicitor:

      • Click the Solicitors button - use this when the solicitor is not being credited for the full amount of the gift.

      • Select the solicitor from the drop-down menu - use this when the solicitor is set up on the constituent record with an assigned solicitor relationship and only one solicitor is being chosen.

      • Click the binoculars button - use this when selecting multiple solicitors or when the person is not set up as an assigned solicitor for the constituent.



      • Save and close the gift.