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