How To Assign a Fundraiser to a Constituent

1. Under Assigned Fundraisers on a constituent’s record select Assign.

From a list of constituents, select Assign fundraiser from the constituent's menu .

Tip: From Unassigned Constituents, you can assign multiple relationships to a fundraiser at the same time. Simply select the constituents and then select Assign fundraiser.

On the constituent's record, select Assign under Assigned fundraisers.

2. In the Fundraiser field, search for who will manage the relationship with the constituent.

Tip: When you choose who should manage a constituent relationship, there are several considerations that help make an informed decision. For information, see Assignment Best Practices.

3. In the Fundraiser type field, choose the context of the relationship, such as MD Partner or Church.

Note: In the database view, your organization can set up the available types as solicitor types in a table in Config.

4. Choose when the relationship begins and ends.

Tip: To indicate an active, ongoing relationship, leave the Assignment ends field blank.

5. In the Reason for assignment field, explain why you assign this fundraiser to this constituent.

6. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.