Learn to track who made an ask & how an ask was made in NeonCRM in this short (1.5 min) video.
Solicitation Methods are the broadest way that you solicited a gift, such as a mailing, phone call, or email. To configure this list, navigate to: Global Settings Payments & Transactions Solicitation Methods.
To add a method, simply click Add and then Submit. Delete will delete a source, and the Status dropdown indicates if this method is active or not.
Solicitation methods can be defined on activities, pledges, and donations.
When a Board member, donor, or volunteer recruits a friend to donate to your organization or attend an event, you can keep a record of their involvement by listing them as a solicitor when you enter the transaction or activity in Neon.
Your Solicitors List is managed in Global Settings Payments & Transactions Solicitors.
This shows you a list of all accounts that can be used as Solicitors. Only individual accounts and System User accounts can be Solicitors.
To add a new Solicitor to this list, click the Add button for the appropriate type of account.
Search for them by name, then click their name to add them to this list.
Once a Solicitor has been added to the list, they are available for inclusion on certain transactions and records (Donations, Pledges, Event Registrations, and Prospects) in Neon.
To remove a solicitor, click Remove next to the name of a solicitor. This will also remove all entries of this solicitor from all existing transactions. You will be deleting historical data.
Crediting a Solicitor
The Solicitor field is available for the following record types:
- Event Registrations
When creating or editing one of these records, use the drop-down menu to add a Solicitor.
A note about Prospect records
On Prospect records, the System User and Solicitor fields may seem to be redundant. The System User drop-down menu will contain only System Users. The Solicitor drop-down menu will contain anyone who you have defined as a Solicitor, which could include both System Users and individual accounts.
Most functions related to the Prospects feature (such as viewing Prospects) are based upon the System User field. We encourage using the System User field first and using the Solicitor field only as needed. Thus, if you want to note that a System User is involved with the prospect, you should select that System User from the System User drop-down menu, not the Solicitor menu.
Viewing Solicited Transactions
Solicited transaction information appears in three places; the Transaction Summary page, the Account Detail page, and through reports.
Transaction Summary Page
When you view a transaction, you can see basic information about the solicitor as well as a link to their account page.
Account Detail Page
You can view all transactions for which an account has been credited as Solicitor in the Solicited Gifts section of their account detail page. This section displays Donations, Pledge Payments, and Event Registrations. Prospects do not display in this section.
Viewing Solicited Transactions for System Users
System User accounts are a special type of account in Neon and are not as easily found as Individual and Company Accounts. You can view a list of transactions solicited by your System Users by navigating to your Solicitors list (Global Settings icon Global Settings Payments and Transactions Solicitors). On this list, click on the name of a System User. This will display an abridged version of the normal Account page, which will include the Solicited Transactions section.
Reporting on Solicitors
Solicitor is a property of a transaction, so it is available as a searchable criterion and output column in:
- Donation Detail Reports
- Event Registration Reports
There are a few limitations to reporting on Solicitors:
- There is no method to report on whether or not somebody is a Solicitor. To determine this, you must view the Solicitors List at Settings cog Global Settings Payments and Transactions Solicitors.
- Solicitor is not available in Transaction reports, because each row can contain multiple items.
- There is no method to summarize Solicited Transaction information for a given Solicitor in a report. This summary information is only available on the Account Detail page.