How do I add a general solicitor or a relationship manager to a constituent?

You may want to add a general solicitor or a relationship manager to a donor's record in Altru. This person is responsible for maintaining a relationship with your organization and your constituent, but may not be a solicitor on a specific gift.

Article Number: 68917

Products:

Altru_Arts_Cultural

There are two steps to adding a relationship manager to a constituent record in Altru:

Ensure that the solicitor/relationship manager has the fundraiser constituency in Altru.
Go to the constituent's record and add their relationship manager on their constituencies tab.

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How do I add a general solicitor or a relationship manager to a constituent?

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