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Start and By dates in Solicitations

Jess Levy
$organization

Hi

How are you using the Start and By dates in solicitation records? Currently, we are setting those to coincide with the start and end dates of the campaign for which the solicitation was created. Is anyone using them differently? Maybe to prioritize the order of solicitations or to track how long certain solicitations are taking?

We are still on v11 but I would also love to hear if anyone changed the way they are using these dates when they migrated to v12.

Thanks!
Jess Levy
San Francisco Opera
415-565-3283

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  • Former Member
    Former Member $organization

    Hi Jess!

    Since I set up most of our solicitations/plans in bulk before the campaign year begins, I mostly use the campaign start and end dates as well, (the fiscal year in nearly all cases here.) For any new prospects added during the campaign we've been using the date we create the plan as the start date. In practice, it's not a required field and we often forget to fill in 'Start' and 'By' dates at all when setting up individual plans, so the reality is that we're not putting those date fields to great use.

    For what it's worth, in the v12 Portfolio view, 'Created Date' is a column you can filter and sort on. Which probably means there's even less need for me to document the date I set the plan up than there was before.

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  • Former Member
    Former Member $organization

    Hi Jess!

    Since I set up most of our solicitations/plans in bulk before the campaign year begins, I mostly use the campaign start and end dates as well, (the fiscal year in nearly all cases here.) For any new prospects added during the campaign we've been using the date we create the plan as the start date. In practice, it's not a required field and we often forget to fill in 'Start' and 'By' dates at all when setting up individual plans, so the reality is that we're not putting those date fields to great use.

    For what it's worth, in the v12 Portfolio view, 'Created Date' is a column you can filter and sort on. Which probably means there's even less need for me to document the date I set the plan up than there was before.

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