Managing the Solicitation Status List

Having set responses to donor updates is key when you have several solicitors. The Solicitation Status List helps you keep those statuses uniform.

1. Go to the Setup / Options menu and choose Solicitation Status List.

Here you will see all of the statuses available when the solicitors make contact with the donors. If this is your first auction with Auction Trak, you will only see the Add Solicitation Status link.

2. Click the Add Solicitation Status link.

Here you can create the status and it will default to Is Active. This can be updated or changed at any time. Click the Add button.

The newly created status is now listed. If no donors have been assigned to these statues, you will be able to use the delete link to delete the status. If it has been used you can click the Update link and make it inactive or edit it.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk