• Manually update the No. Solicited field:
    1. In Records, select Appeal > Open an Appeal.
    2. Search for and open the appropriate appeal.
    3. On the General tab, enter the appropriate number in the No. Solicited field.
    4. Save and close the appeal record. 
 
  • Automatically update the No. Solicited field with a Constituent query.
    1. In Records, select Appeal > Open an Appeal
    2. Search for and open the appropriate appeal.
    3. On the General tab, click the binoculars to the right of the No. Solicited field.
    4. Search for existing Constituent query.  Click Open.
    5. Select to "Add the number of records in the query to the no. solicited" OR "Replace existing no. solicited with the number of records in the query" 
    6. Click OK
    7. Save and close the appeal record..
 
  • Automatically update when adding a gift to that appeal and the constituent doesn't have it listed on his Appeals tab:
    1. In Configuration, select Business Rules.
    2. Under Constituent Options, select General Options.
    3. In the "If a constituent gives to an appeal not listed on their Appeal tab..." section, mark the "Update the 'No. Solicited' for that appeal" checkbox to automatically update the number solicited on the appeal.
       
  • Globally add the appeal:
    1. Globally add the appeal to a query of constituent records.
    2. On the Global Add screen, mark the Update number solicited checkbox. The No. Solicited field on the appeal record is updated according to the number of constituents to which the appeal is globally added.
       
  • Use the Segment tab in Mail:
    1. Select the appeal on the Segment tab of a mailing.
    2. Mark the Update number solicited for each Appeal and Package checkbox.
    3. Run the mailing to update the No. Solicited field with the number of constituents included in the mailing.
       
  • Use the Format tab of the Appeal Cards mailing:
    1. Select the appeal on the Format tab of an Appeal Cards mailing
    2. Mark the Update number solicited for this appeal checkbox
    3. Run the mailing to update the No. Solicited field with the number of constituents included in the mailing