Solicitors are constituents in your database who are responsible for requesting contributions to your organization.

From the Bio 1 or Org 1 tab of the constituent record, you mark the Constituent is a solicitor checkbox to make the constituent a solicitor.

From the solicitor record, you can assign a solicitor to an individual or organization from your database. You can enter specific information concerning the solicitor's assignment, including the length of the assignment and the solicit amount.

There are several reports available to pull solicitor information in Reports/Analytical Reports.

For more information, also review the Solicitors section in the Constituent Data Entry Guide.