We have multiple solicitor types in RE (Primary, Campaign, Stewardship, etc.) making the current integration of the Assigned Solicitor in RE to Prospect Manager in RP not very helpful since it limits us to just one. I have experimented with choosing one, synching and then choosing another and synching, with little luck - unless I created a specific list for each individual type - which then would be messy when individuals become unassigned.
It would be great if we could map to multiple assigned solicitor types in RE at one time.
Kristen Barlow
Hi Kristen - when thinking about this feature the idea of multiple solicitors definitely came up. We wanted to keep the sync option to a single type that you choose so there is a single Prospect Manager in RP but decided to use the "View in ResearchPoint" setting to display all of the Solicitors.
Can you tell me if this could work for your database? Do you have any additional feedback on the Solicitor view/sync?
Thank you