Manage customers window - Solicitor Data tab

From Customers, select Manage customers, find customer record, and select Solicitor Data tab

Title

Specifies the solicitor's title.

Volunteer

Specifies whether the solicitor is a volunteer and not a paid staff member.

Solicitor

Specifies that the individual is a solicitor. When selected, solicitor information is available at gift/pledge entry and for reporting.

Hours/Week

Specifies the number of hours per week the solicitor works.

Comments

Contains comments associated with the solicitor. The character limit for this field is 255.


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