The Solicitor field in a Gift batch pulls information from the Assigned Solicitors on a constituent record. To view Assigned Solicitors on a constituent record, let's do the following:


  1. Go to Records > Constituents
  2. Select the Relationships tab
  3. On the left, highlight Assigned Solicitors

If there are solicitors listed for a constituent, they will be available for selection in a Gift batch. If no solicitors are listed, add them. For further information on this task, review How to add assigned solicitors (BB54558).