Solicitor vs. Fundraiser

Cheri Crist

Hi all, we're fairly new to RE and are wondering what the difference between a solicitor and a fundraiser is?

JoAnn Strommen

No difference.


Database name "solicitor." NXT name "fundraiser."

Karen Diener

It is basically a person who helps manage relationships and typically asks for money or volunteer time. They can be internal staff and can also be volunteers, and are further refined by the Type.

I would do a good amount of reading and research before you start assigning really specific types and making assignments so that you understand how they work. I find that using a light hand here results in a lot less busy work down the road!

Karen

Tom Klimchak

Yep, same thing, different terms between the two systems (database view and RE NXT).

Here's a fun KB article listing all the different terminology between the two views: