Raisers Edge Ch6

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Chapter 6 for Training

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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