Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. Create a gift query of the gifts to be changed.  
  2. Click Admin, Globally Change Records.  
  3. Highlight Gift and click New Change.  
  4. Click Include and choose Selected Gifts. Browse to and select the query created in step 1.  
  5. Under Gifts, select Solicitor and click select.  
  6. Select the appropriate operator:
    • Add to globally add the solicitor to the gifts  
    • Delete to globally remove the solicitor from the gifts    
  7. In the Add or Delete field, click the binoculars button to browse for the solicitor.
    Note: If you are deleting the solicitor and have already unmarked the Is Solicitor checkbox on the Bio 1 tab of the constituent record, you will need to unmark the Constituent is a Solicitor checkbox in the Open screen when searching for the solicitor.
  8. Click Change Now.