We are having a problem with having too many solicitor types for each prospect or donor. I would like to create an individual relationship type that clearly indicates that this relationship would be useful in creating a strategy for an ask. This would be someone who is not the solicitor but who could provide supporting/additional information which might enhance the likelihood of a gift. Does anyone have any recommended terminology. We have so many relationship types that I want this one to very clearly indicate that this person could assist in getting a gift. Thanks for any thoughts you might have. Laurie @ Kempe

This may assist you... We have 3 solicitor types: 1) Prospect Manager - the contact at the Foundation office. 2) General - the one who is helping out with the solicitation. 3) Lead - this is the main contact and could be someone on our Board but not from the Foundation Office. Each prospect/donor could have several solicitors. Rebecca Creamer Eisenhower Medical Center Foundation Office [Email Removed]

How do you track a solicitors assignments when you have multiple solicitors on a record?  It seems that all the reports include results for all solicitors, this creates confusion. 

 

We use solicitor types to create a query and goals (options under solicitors tab on Solicitor Performance analysis)