This
information on this screen is read-only. You can manually assign a solicitor
to a household member or household constituent record in Donor360®. For more information, please
see Assigning
Solicitors to a Prospect.
Solicitors will continue to be assigned to individual and company donor prospects. If you want to assign a solicitor to a household, the household constituent record can be used. From the household record, though, you can see the solicitors who have been assigned to household members (including the household constituent record).
This
information on this screen is read-only. You can manually assign a solicitor
to a household member or household constituent record in Donor360®. For more information, please
see Assigning
Solicitors to a Prospect.
To view household solicitors in Household360:
1. From
the Fundraising Information task category in Household360,
click Solicitors.
The Solicitors Assigned to this Prospect screen displays, as shown below.
2. Click
the Main Page link to return to the overview page, as shown below.
