To add solicitor data to a customer record
- From Customers, select Manage customers to display the Manage customers window.
- Click Find, enter the customer ID, and click Go.
- Select the Solicitor Data tab.
- Enter the solicitor's title in the Title field.
- (Optional) Enable the Volunteer option.
- Enable the Solicitor option.
- (Optional) Enter the Hours/Week.
- (Optional) Enter any comments in the Comments field.
- Click Save.