A solicitor would be someone who solicits donations or payments on behalf of your organization, while recognition allows you to recognize constituents for revenue. An example of a solicitor may be that a board member reaches out to an organization they have a relationship with in order to ask for a donation for your Organization's Capital Campaign. An example of recognition would be when this organization gives the donation, the organization record receives a donor credit and the owner of the organization's constituent record may receive a soft credit for the revenue.

To recognize a solicitor for a payment, you will first need to Make a Constituent a Solicitor. You can then Add or Edit the Solicitor on a Gift. If recognition defaults are defined for relationships associated with constituents, the recognition credits are added to the payment automatically, we can also manually Add or Edit the Recognition Credits on a Gift.