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I'd like to know what others use as the definition for Solicitor. Do you limit 'Solicitor' to those who actually solicit gifts? Do you use 'Solicitor' for users who create Actions? We have about 75 RE users who are actual development officers and about 10-15 other users who enter "meaningful" communication in Actions. It would be most helpful for you to be as specific as possilbe with your answers.
In advance, I thank you all for your replies.
Cecily
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Our 'solicitors' our the people actually asking for gifts, whether by phone or in person.
I guess it depends on what meaningful communication is. If they have a list of constituents that no one else is assigned to and they maintain a relationship with but do not actually "ask" for money then I might still call them a solicitor. We have a solicitor type of "relationship manager" for this type of "solicitor". It is a way to designate in RE that they are assigned to cultivate and steward the relationship and no one else should approach that constituent without talking to that person.
If they are talking to lots of constituents including other people's prospects and not technically assigned to any particular constituents then I would not set them up as a solicitor. I sometimes have to call constituents and record actions but I am not a solicitor in RE.
The difficulty in RE is the way actions are set up. There is no way to show who performed the action other than assigning a solicitor to the action which is a flaw in RE that needs addressing. You can see who added the action and who was set up to be notified but those may be different than who actually performed the action. I am therefore limited to putting my name in the action notes which means a user has to dig a bit to see who performed the action.