Solicitors

 

Solicitors are those supporters who go out and raise money for your organization.  In the Supporter Donation System, a supporter becomes a Solicitor by being placed in the Solicitor Classification.  Then, each solicitor has a group of people who they solicit for contributions. 

 

CREATE A SOLICITOR

  1. From the Main Menu, click on Classifications.
  2. Click on the Find Classification dropdown, choose Solicitors.
  3. Choose the supporters in the right box who are not a member and add them to the Solicitors classification.
  4. Close to the Main Menu.

 

ADD SUPPORTERS TO A SOLICITOR

  1. From the Main Menu, click on Solicitors.
  2. Click on the Select Solicitor dropdown and choose the solicitor you want to add supporters to.
  3. Choose the supporters in the right box who are not supporters under the chosen solicitor and add them to the Solicitors on the left.
  4. You can add more than one supporter by holding down the CTRL key on the keyboard and selecting more than one and click on the Add button in the center.

 

RE-ASSIGNMENT ACTIONS
The Re-Assignment Action is a tool used to Copy, Move or Remove supporters from one solicitor to another.

Solicitors can be used to build the Simple and Advanced Pledge Summary Reports on the Donations tab in the Reports section of the program.  

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