Specify Solicitors for a Transaction in a Revenue Batch
When your organization receives revenue because of the work performed by a solicitor, you can credit the solicitor on the payment record for the full or partial payment amount. For example, during an annual phonathon, a solicitor calls a constituent to ask for a donation. If the constituent makes a donation, you can give credit to the solicitor when you add the payment to a batch. You can give credit to a solicitor on a payment record to track the overall performance of your solicitors.
If you defined default credit rules for solicitors in Prospects, the program automatically credits each solicitor associated with the fundraising plan or funding request based on the distribution you selected. For information about how to create default credit rules, see the Prospects section of the help file.