I need to make a constituent a solicitor

 In Altru, you can define a constituent as a solicitor. A solicitor may also be referred to as a Fundraiser in your database.  When your organization receives revenue because of the work performed by a solicitor, you can credit the solicitor for the full or partial revenue amount.
The Fundraiser Constituency designates a constituent as a solicitor and makes them show up in solicitor search screens.  To add the constituent to the Fundraiser Constituency, follow the steps below: 
  1. Open the constituent record of the person you want to designate as a solicitor.
  2. Go to the Constituencies tab.
  3. Click Add > Fundraiser.

Environment

 2.96

Was this article helpful?