One constituent/assigned solicitor for multiple funds

Josh Wright

We are in the process of assigning solicitors to constituents and see that there can only be one campaign/fund/appeal listed.  We do 2 large events a year and each event is its own fund/appeal with the same solicitor.  Is there a way to set a goal for the constituent to reflect the total ask between each fund/appeal?


Thanks,

Josh


 

Elizabeth Johnson

Hi Josh Wright‍,

Two options come to mind.

You can add the solicitor two times to the relationship tab once for each fund.

use the prospect tab (Opportunities in NXT) to track the different goals for the different funds.


I would personally go with the second option.


Hope this helps.