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  • Validation Reports Not Including Solicitor For One Constituent

    We run a daily batch gift report in detailed view so as to display assigned solicitors along with each constituent. We're having a problem where one constituent is showing up on that report without a solicitor, even though one is assigned in his RE record. I have deleted and re-added the solicitor...
    Posted to Forum by Tyson Clugy on 05-24-2011
  • Assigning Solicitors via Batch

    For our annual dinner gala, we use a prospect list in Excel to show past solicitors for each year and each company. There are over 900 companies listed on our prospect sheet, about 75 solicitors, and many cases where there are multiple people soliciting one company. I've created a system to move...
    Posted to Forum by Jackie Scahiol on 10-21-2010
  • How to do gift entry for 5K race fundraising event (soft credit versus solicitor)?

    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:"";...
    Posted to Forum by Ted Wachholz on 05-13-2009
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