A solicitor is an individual who is responsible for petitioning for gifts and pledges. The solicitor typically is the staff member responsible for fundraising. However, in some organizations solicitors are volunteers, such as board members and committee members. An organization may have zero, one, or multiple solicitors.
The purpose of defining solicitors is to determine who is responsible for obtaining specific gifts and pledges and to track this information. Each person identified as a solicitor must have a record in the customer database.
Tip: For details about the solicitor fields, see Manage customers window - Solicitor Data tab in the Customer section.
To add solicitor data to a customer record
1. From Customers, select Manage customers to display the Manage customers window.
2. Click Find, enter the customer ID, and click Go.
3. Select the Solicitor Data tab.
4. Enter the solicitor's title in the Title field.
5. (optional) Enable the Volunteer option.
6. Enable the Solicitor option.
7. (optional) Enter the Hours/Week.
8. (optional) Enter any comments in the Comments field.
9. Click Save.