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Solicitor Tab

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Wed, 03/04/2009 - 16:42 — AMSAdmin

The Solicitor tab shows information about the donations which the employee has taken in. The "Allow Employee to be a Solicitor" must be selected to allow the employee to accept donations under there name.

Parts of the Solicitor Tab

Allow Employee to be a Solicitor
When checked an employee can accept donations under their name.
Prospects
Total amount of prospective donations generated by the employee.
Soft Pledge
Total amount of soft pledges solicited by the employee
Soft Credits
Total amount of soft credits solicited by the employee
Actual
Total amount of actual donation $ solicited by the employee
Total Donations
Total number of donations that have been solicited by the employee
Hard Pledges
Amount of hard pledges solicited by the employee.
Matching Gifts
Total matching gift donations solicited by the employee.
# Gifts Matched
Number of matching gifts solicited by the employee.
Written Off
Amount of written off donations solicited by the employee.
Balance Owing
Balance of outstanding donations solicited by the employee.