We're in the midst of testing our v12 roll-out and we've noticed that our business practices have not quite matched up with the v12 defaults. For instance, we've been using the "Solicitor" field to demarcate board members attached to the file and the "Worker" field to demarcate the staff person assigned to the file. When we've migrated over to v12, the system is defaulting the Solicitor field to be assigned as the Primary Worker, which is not what we want. We want the staff worker from the v11 Worker field to be assigned as the Primary Worker. I tried looking through the Migration Toolkit document but it didn't look like there was a specific table that dealt with this issue.
Has anyone come across this? Is it possible to indicate in the system that the Worker field should be assigned to the Primary Worker checkbox? Or will altering the default behaviour somehow mess things up down the line?
Any advice would be appreciated. Thanks!
Hi Christine,
Have you found the answer to this question? I'm wondering the same thing. We did a test import and the primary workers are not assigned the way I intended.
Thanks,Chandra