Add or change solicit codes globally

1. From Administration, select Global changes.

2. Select Add.

3. Under Constituent, select Add constituent solicit code.

4. Select OK.

5. In the Name field, enter a name to identify this global change process. The name displays in the Global changes grid on the Global Changes page.

6. If you want to globally add solicit codes for a specific group of records included in a selection created in Query, select Selection. Select the binoculars at the end of the field to access a search screen and locate the specific selection you want to use. If you do not select a selection, all records are changed.

7. In the Solicit Code field, select the solicit code that you want to add. All solicit codes created in Manage solicit codes are available in this field.

8. In the Start date field, enter the new start date.

9. In the End date field, enter the new end date.

10. In the Comments field, enter any note information you want to add to the solicit code. This information displays in the Comment column of the solicit code.

11. Select Save.

12. When you are ready to execute the changes, open the process. On the process status page, select the Job Schedules tab to schedule the process or select Start process to run the process now.