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Adding Solicitor Data to a Customer Record

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.

In This Section

Manage customers window - Solicitor Data tab

To add solicitor data to a customer record

See Also

Setting up Fund Raising in Customer Management

Defining Activity Types

Creating General Lookup/Validation Tables

Customer - Set up Fund Raising options

Adding Fundraising Information to a Customer Record

Adding Notification Information to a Customer Record

Creating Matching Plans in Company Records


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