Include Solicit Codes

I'm hopeful that the solicit codes will be added to the constituent record very soon. Our Development Offiers won't be able to use NXT until this field is available, because it provides valuable information about how to communicate with their assigned donors and prospects.

  • Guest
  • Aug 12 2015
  • Shipped
Constituents
  • Jul 6, 2016

    Admin response

    We will definitely be bringing over solicit codes. We're working hard on other priorities at this time, but will be doing this piece. 

    Update- 07/06  We are actively working on this and solicit codes will be available ASAP

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  • Jarod Bonino commented
    July 25, 2016 14:14

    @Steph Williams: You should see them now! On a constituent record look at the "Communication Preferences" tile. That's where you'll find a list of any and all solicit codes for a particular constituent.

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  • Petra Hall commented
    July 25, 2016 14:09

    We need them to track membership (and dates) in Boards and Governing Committees. Even just the basic "Individual Donor" code is the sort of information that must be visible at-a-glance on a constituent's record.

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  • Steph Williams commented
    July 25, 2016 13:47

    I see this has been marked 'shipped' - when will we see these in NXT?

    thanks!

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  • Guest commented
    July 12, 2016 16:15

    Just curious what ASAP means?

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  • Guest commented
    July 06, 2016 13:41

    Any Updates on this yet? We really need them for our gift officers!

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  • Peter Mercer commented
    June 16, 2016 05:25

    I would love to see this happen sooner rather than later.

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  • Angela Bertrand commented
    June 15, 2016 19:43

     Our individual giving team uses our solicit codes pretty heavily to know who to reach out to and what their preferences are. As an example, while doing thank you calls, they need to know if this person is a "do not call!" or "do not contact!" Some of these people still have phones since the are accurate and needed in some cases, so it is difficult to quickly do calls without the solicit codes visible. One person on the team suggests putting it above or within the constituent summary.

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  • Petra Hall commented
    June 14, 2016 14:55

    This is vital to us. We track our Board and VIP donors this way - you know, people who should really only be contacted by specific people at specific times.

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  • Guest commented
    June 07, 2016 15:36

    Any updates on this? I was embarrassed to have to tell my CEO this just now.

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  • Guest commented
    February 24, 2016 18:10

    Any update on this?

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  • Guest commented
    January 06, 2016 18:03

    I agree it is almost unusable without this

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  • Stephanie Dailey commented
    December 03, 2015 16:16

    Our Gift Officers are using NXT but it would be extremely helpful to have the Solicit codes for them in NXT. 

     

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