Previous Topic

Next Topic

Manage customers window - Solicitor Data tab

From Customers, select Manage customers, open a customer record, and select the Solicitor Data tab

Title

Enter the solicitor's title.

Volunteer

Enable this option if the solicitor is a volunteer rather than a paid staff member.

Solicitor

Enable this option to specify that the individual is a solicitor. You must enable this option for the solicitor information to be available when entering gifts and pledges and for reporting.

Hours/Week

Enter the number of hours per week the solicitor works.

Comments

(Optional) Enter comments associated with the solicitor.

See Also

Adding Solicitor Data to a Customer Record

To add solicitor data to a customer record


ASI logo 10.6 Production Release. Updated 7/25/2005 2:25:22 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.