Defining Solicitors

Utilizing this screen, you can define solicitors, as well as optionally assign them to specific donors and solicitation teams. Solicitors are linked to prospects via the Fnd_Prospect_Solicitor_Team table, rather than adding the solicitor to the order line. They are tracked in the Fnd_Solicitor table. You can also define yearly goals for the solicitor, which are tracked in the Fnd_Solicitor_Goal table.

To define solicitors:

1.    Select Fundraising Setup > Fundraising Launch on the toolbar.

2.    Select Maintain Solicitors from the Fundraising Setup task category.

3.    Click Add.
The Solicitor Maintenance screen displays, as shown below.

From the Solicitor Metrics tab, the donation totals include donations created via non-FND products, such as MBR and MTG.

4.    Click the Solicitor link and search for a customer to define as a solicitor.

5.    Select the Begin Date and End Date from the drop-down menus.

6.    On the Solicitor Metrics tab, review the metrics for the selected solicitor.

7.    On the Prospects tab (shown below), perform the following to assign a donor to the solicitor:

a.    Click Add.

b.    Click the Prospect link and search for a customer to add as a prospect.
Please note if you try to assign a solicitor to a prospect who already has at least one current, active solicitor assignment, the system will prompt you to choose whether to assign the new solicitor and end the other solicitor assignments, assign the new solicitor but leave the other solicitor assignments as current and active, or do not assign the new solicitor.

If you chose to assign the new solicitor and end the other solicitor assignment, the system will set the solicitor End Date to today's date minus one.

c.    Select the Begin Date and End Date from the drop-down menus.

d.    Select the appropriate Campaign, Fund, and Appeal related to the prospect.

e.    Click the View Prospect’s Moves Plan(s) to search for and view prospect moves plans.

f.      Repeat the steps above to add as many prospects as necessary.

8.    On the Team Links tab (shown below), perform the following to add a solicitor to a solicitation team:

a.    Click Add.

b.    Click the Team link and search for the appropriate team.

c.    Select the Solicitor Role from the drop-down menu.

d.    Select the Begin Date and End Date from the drop-down menus.

e.    Select the appropriate Campaign, Fund, and Appeal related to the solicitation team.

f.      Repeat the steps above to add as many Solicitation Team links as necessary. Please note that if you try to add another solicitation team with the same dates as an existing team link, the system will prompt you to continue.

9.    On the Yearly Goals tab (shown below), perform the following to add yearly goals for the solicitor:

When adding a new yearly goal to a donor or prospect, the system validates the uniqueness on org/org unit, Goal Begin Date, Solicitor, Campaign, Appeal, Fund, Expected Donation Type, and Fiscal Year.

a.    Click Add.

b.    If necessary, change the Year.

c.    Select the appropriate Campaign, Appeal, and Fund related to the yearly goals.
You can select one option for any combination of campaign, appeal, and fund.

d.    Select the Expected Donation Type from the drop-down menu.

e.    Enter the Target Giving Amount.

f.      If necessary, select the Goal Begin Date and Goal End Date from the drop-down menus.

g.    Repeat the steps above to add as many yearly goals as necessary.

10.  On the Prospect Donation Analysis tab, use the filters to review the giving analysis information by date, as shown below.

11.  On the Solicitor’s Own Donations tab, use the filters to review the solicitor’s donations by date, as shown below

12.  The Credit Transactions tab is a view only review of all hard and soft credits given to the solicitor. These will include the solicitor's donations (hard credits) as well as their prospect's donations when they receive soft credits. Double-click a transaction in the grid to open the Donation Entry screen.

13.  On the Comments tab, enter any Comments related to the solicitor, as shown below.

14.  Click Save.