Is there a way to import solicitation information right into the solicitation tab from an excel spreadsheet? If I have a list of Constituent IDs and all the solicitation informationn, campaign, type, solicitor, worker, status, designation, etc... on a spreadsheet can I just upload it somehow?
If not, how do larger organizations keep track of all of this? For example, I have a large board prospect list and they have a variety of solicitation statuses and ask amounts, so I can't just go in to the module and assign the one option to this board member's entire list...
Any help would be greatly appreciated!
Thank You,Nancy
at First Stage
Nancy,
There is no way to import solicitations directly from a spreadsheet unless you get your database person to do this for you through the "back end".
You can however create and/or update solicitations for a group of constituents at once using the "Manage Solicitations" tool. There is a great help document called "Solicitations", it will walk you through the steps.
Basically you need to create a list (which you could create by importing the constituent ids from your spreadsheet) then you add a solicitation for each constituent on that list at CAMPAIGNS-SOLICITATIONS. Initially when you create the solicitations they will all have the same values but you can adjust values on each as necessary before you save them to the constituent record.
Dale