We are on the tail end of setting up our system and have run into this complexity a few times.  We have the occasional donor who wants no printed materials from us and would prefer to recieve everything electronic.  This are singular random instances where someone wants a .pdf of the newsletter only or another person wants no direct mail but only the online appeals.  We love the flexibility of Solicit codes to meet donor requests but running and merging queries to pull one or two people each time is cumbersome and too easily inconsistent. 

 I wonder what the best practices are for Solicit Code set up.  I'd like to pull one query on Solicit Codes with one operator (Solicit Code = one of    Do Not Solicit, Newsletters). 

 I also find the "Do Not Email" option on the email/phone types to cause other inconsistencies.

Any suggestions?

Hello Leah

We use Solicit codes and found they have worked well for us.

We don't  use "Do Not Email" either as I also find it confusing. If somenone does not eant to receive an email, we tick 'Requests no email' checkbox on Bio 1 and actually remove any email addresses (just to make sure we don't send email).

Our Solict codes include:

No postal mail, No email newsletter, No postal magazine, No fundraising, No events & activities, No further study.

I think it is easier if you make the Solicit codes all 'No' or alternatively an implied 'Want...' 

Please email me directly at rperry@uow.edu.au if you want any more details.

Regards

Ros Perry
University of Wollongong