This section allows you to record solicitations sent to a donor you have in the system, including the requested amount and the amount received. When entering a solicitation and an amount has been received, you must also add the amount received as a donation for it to be captured.

Add Solicitation

1. Open the Donor’s form.
2. Open Donor Details from the side menu bar.
3. In the Donor Solicitations section, click the green plus sign on the upper right hand side.
4. Enter date of request, status, requested amount, received amount and any memo details.
5. Press Save.

Edit You can edit a solicitation from the Donor Details page via the green pencil next to the solicitation(s) listed.

Delete To delete a donor solicitation, open the Advanced Options on the Donor Details page, select “Delete One of the Donor Solicitations.” A red x will appear beside each solicitation, choose the one you want to delete. The system will ask you again to be sure you want to take that action.