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Donor Solicitors

Paige Freeman
  • Updated

To access this page, users must have access to the Fundraising.DonorInfo security application.

It is NOT recommended that you delete the prospect record from the solicitor in order to maintain a history of the relationship. Instead, you should end the relationship. 

To assign a solicitor:

  1. From the Donor Info tab, select Solicitors.
    The Solicitors page displays, as shown below.
  2. To assign a new solicitor, select +Assign Solicitor.
    The Assign Solicitor page displays, as shown below.
  3. Search for and select the appropriate Solicitor.
  4. Select the Date From and Date To from the drop-down menus.
  5. If necessary, select the appropriate Campaign, Fund, and Appeal related to the prospect.
  6. Select Save.
    If you attempt to assign a solicitor to a prospect who already has at least one current, active solicitor assignment, the system will prompt you to choose whether to assign the new solicitor and end the other solicitor assignments, assign the new solicitor but leave the other solicitor assignments as current and active, or do not assign the new solicitor.

If you chose to assign the new solicitor and end the other solicitor assignment, the system will set the solicitor End Date to today's date minus one.