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Delete Selected Option from the Solicitiation

Delete Selected Option from the Solicitiation and eSign it in minutes

Aug 6th, 2022

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do you delete a constituent in Raisers Edge?

Delete a constituent When deleting a constituent record in Raisers Edge, all associated record and related activity including gifts is also deleted. To delete a record in Raisers Edge 7, open the record and select File, Delete Constituent from the menu bar.

What is a solicitation code?

Solicitation Codes are a way for Advancement Services to code entities based on their mailing preferences. When looking at the Entity Overview in Advance, a user can see the solicitation code located under the Bio Summary form header, to the right of the Entity ID.

How do I delete an appeal on Raisers edge?

How to delete an appeal in The Raisers Edge 7 From the Raisers Edge bar, select Records. Click the Appeals link. Open the appeal you want to delete. Select File, Delete from the menu bar or click Delete in the toolbar. A verification message appears. Click Yes to delete the appeal and return to the Appeals page.

How do I globally add solicit code in Raisers Edge?

Add or change solicit codes globally From Administration, click Global changes. Click Add. Under Constituent, select Add constituent solicit code. Click OK. In the Name field, enter a name to identify this global change process.

How do you create a solicit code in Raisers Edge?

Click Records, Constituents in the left navigation bar. Search for and open the appropriate constituents record, then add the code in one of the following three ways: Type it directly in the Bio 1 tabs Solicit code field. Click the words Solicit code.

How do I remove solicit code from Raisers Edge?

To remove a solicit code thats no longer in use: Under Solicit codes on the record of the constituent, select Edit. Select Delete for the solicit code to remove. Select Save.

What is the code for solicit?

4.12. 1210 - Definitions. Solicit, solicitation, and soliciting means to approach with a request or plea, to ask for the purpose of receiving, to endeavor or obtain by asking or pleading, propositioning, or to entreat, implore or importune.

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