Query on Solicitor Type

Peter Mckay

I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

Michael Sherman

Peter Mckay:
I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

In a constituent query you can select, under Constituent Information, "Constituent is a solicitor".

JoAnn Strommen

Peter Mckay:
I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

Peter, For me, Michael's post is just the first criteria. 

Have you utilized all the options in solicitor assignments?  In other words, do your annual fund solicitors have a solicitor type of 'annual fund'?

We have annual fund solicitors for numerous years and numerous capital campaigns also.  To just pull those solicitors for my current annual campaign, I need to add more criteria.  Go to Relationships>Assigned Solicitors>Solicitor Type.  In pop up then I define criteria equals (for me:) Cmty S13.  This query then pulls all the solicitors for the community section of my annual campaign for 2013. 

If you didn't enter solicitor types in the relationships, did you enter an assigned fund, dates, campaign or any specific info that you can query on under Relationships>Assigned Solicitors?

James Andrews

Peter Mckay:
I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

This is an area of RE that is a little tricky to work around. Basically what I have done is query for people who have the Annual Fund solicitor assigned to them. Then in export, go down through Relationships to Assigned Solicitors, to Solicitor Constituent Record, and export the Constituent ID. Filter on Annual Fund solicitors in the Export. You don't even need to export the prospect's constituent ID.

This will give you a list of the IDs of the Annual Fund Solicitors, probably with many duplicates. You can use Excel to filter out unique records, and use that list via Import or by pasting into the constituent ID field to create your query back in RE.

Peter Mckay

James Andrews:
This is an area of RE that is a little tricky to work around. Basically what I have done is query for people who have the Annual Fund solicitor assigned to them. Then in export, go down through Relationships to Assigned Solicitors, to Solicitor Constituent Record, and export the Constituent ID. Filter on Annual Fund solicitors in the Export. You don't even need to export the prospect's constituent ID.

This will give you a list of the IDs of the Annual Fund Solicitors, probably with many duplicates. You can use Excel to filter out unique records, and use that list via Import or by pasting into the constituent ID field to create your query back in RE.

Joanne, I have utilized the Solicitor Type field, but still, as James says, I can only "query for people who have the Annual Fund solicitor ASSIGNED TO THEM." and not the solicitor. The kind of excel workaround James describes is what I've been doing. But it makes things like creating envelopes in Mail impossible. I've ended up just creating an attribute and querying on that. This seems to be a blind spot for RE Thanks all for the responses!

Melissa Graves 2

Peter Mckay:
I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

Peter - is your annual fund an actual campaign or fund in RE? have you assigned those solicitors to the campaign/fund to make them the "annual fund solicitor team?". I am pretty sure that then - in a consitutent query under constituent solicitor information you can use this link to query on the annual fund solicitors.

Peter Mckay

Melissa Graves:
Peter - is your annual fund an actual campaign or fund in RE? have you assigned those solicitors to the campaign/fund to make them the "annual fund solicitor team?". I am pretty sure that then - in a consitutent query under constituent solicitor information you can use this link to query on the annual fund solicitors.

Mellissa-- I think that would work with the Appeal field on the Sol record. Our Campaign and Funds overlap years and are so broad that I don't rely on them much. But the Appeal is specific to the mailing etc., and I see in Constituent Solicitor Information you can query on Appeal Thanks!

Melissa Graves 2

Melissa Graves:
Peter - is your annual fund an actual campaign or fund in RE? have you assigned those solicitors to the campaign/fund to make them the "annual fund solicitor team?". I am pretty sure that then - in a consitutent query under constituent solicitor information you can use this link to query on the annual fund solicitors.

Wow - appeal surprises me - but if that works go for it. We have so many appeals in a year that support the annual fund that we could never use Appeal.

JoAnn Strommen

Peter Mckay:
I am trying to mail to our Annual Fund solicitors, a group that does not share one constituent or attribute code, and I am finding it hard to group them in a query to then use with the mail function. It is easy to group the donors they are assigned to, but not the other way around. Any suggestions? Thanks!

Sorry, what fields to pull in my earlier post were wrong.  I've pulled solicitor lists before and when I did what I described # of records pulled was close enough to what I expected due to choosing 'constituent is solicitor' that I didn't look closely at the list to see error in pull results. 

But I have done it before and it's using fields as Melissa from Constituent Solicitor Information options.  I plugged in my annual fund, output name/address etc and I have list I could use for mailing to my annual fund solicitors.  As you said, you could pull for your specific appeal.