Author Topic: Solicitor (Read 2277 times)

alfred_nutile · April 04, 2009, 03:33:19 am

Is this a feature in Civi or is it under a different name?
For example Staff Member X is responsible for Individuals in Group X
Then you can do reports.
Show me all people X is responsible for Soliciting?

I could use custom fields just wondering if this is a more common feature but not called Solicitor?

Donald Lobo · April 04, 2009, 07:03:23 am

No, not there in CiviCRM under any name. But would be good to add some documentation on how to go about doing this using groups and custom fields

lobo

petednz · April 04, 2009, 01:30:25 pm

The term means nothing in this hemisphere though I can grope towards a meaning. I know 'soliciting' is used commonly in US - here is means what prostitutes do, while a Solicitor is a person in the legal establishment. I am assuming 'salesperson' - or 'canvasser'.

conductorchris · April 07, 2009, 08:33:12 am

I set up a custom field that I called "known by" (a name that is too clunky to recommend, but "solicitor" didn't occur to me) that I thought to use for certain donors who are known by a board member of myself. My first approach was to make it a contact field with a drop down box, but then I decided it really should be a relationship, so I scrapped that field and just edited the relationship types option list to include "known by", then I set up relationships between constituents and board members. I made it a two way relationship. There can be more than one relationship, which is good and relationship links can be found via advanced search.

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Author Topic: Solicitor (Read 2277 times)

alfred_nutile

Solicitor

Donald Lobo

Re: Solicitor

petednz

Re: Solicitor

conductorchris

Re: Solicitor