If a solicitor has contact with someone who is not currently a donor, how do you track that in Action Records?  Do you add the contact to the donor database, knowing that they are not a donor? I don't like to put people in the database simply to track a contact in Action Records.  How should this be handled?

Diana Bradley:

If a solicitor has contact with someone who is not currently a donor, how do you track that in Action Records?  Do you add the contact to the donor database, knowing that they are not a donor? I don't like to put people in the database simply to track a contact in Action Records.  How should this be handled?

We do add them to RE database. We constit code them as a prospective donor, RE source attribute coded as 'added by solicitor'.  Yes, it would be nice to not have to enter them, but we do and assign them out to solicitor.  Also gives us info should another solicitor want to contact them. We limit assignments to one solicitor.  Sometimes we receive a donation, other times no.  The next year they appear on the prospect list for the solicitor or can be requested by someone else.  We are still working on guideline for how long to keep them in database if they do not donate. 

Thank you, JoAnn!  Perhaps we will adopt this as our policy on this.  Your reply is appreciated!