raisers edge ch6
Post on 18-Dec-2014
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Chapter 6 for Training
TRANSCRIPT
CHAPTER 6SOLICITOR FIELD
Raiser’s Edge Software Training
Editing the Solicitor Field
Place your name in the Solicitor FieldClick on the “Solicitors” buttonSelect your name from the list that appears
Click the Solicitors
Button
Editing the Solicitor Field
It is important to remember that putting your name in this field does not make you the staff person that is this constituent’s assigned solicitor representing the organization
It simply means that you are responsible for seeing that the contact is made
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