Importacular User Guide

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  5. Assigned Solicitor Constituent Mapping

Assigned Solicitor Constituent Mapping

In order to add the solicitor, you must first map the solicitor as a constituent.  This screen will look the same as Constituent Mapping because solicitors must also be constituents (while they can be either Individuals or Organizations, the sample below shows an Individual record).   

If your data source contains separate fields for the constituent and the solicitor, make sure that you use the solicitor’s information for the solicitor mapping and not the constituent’s.

If you have required fields for a new constituent (such as a constituent code or a constituent Attribute), you will need to create these on the constituent tab and link them to the solicitor/canvasser (as seen above). You can also add contact information for your solicitor such as an address, email address or a phone number.