Solicit Codes

Solicit codes are a constituent's specific rules of contact, such as to not call after 8:00 p.m. or on weekends. To help maintain positive relationships with constituents, use these rules to make informed decisions about when to reach out and to tailor communications to honor their requests. You can also set a date range of when a solicit code is valid or applies to the constituent. On a constituent's record, you can manage their rules of contact under Solicit codes.

  1. Under Solicit codes on a constituent's record, select Edit.

  2. Select Add a solicit code.

  3. Choose the solicit code to add, and — if applicable — enter when it's valid.

  4. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To choose a different solicit code or adjust when one is valid:

  1. Under Solicit codes on a constituent's record, select Edit.

  2. Adjust the solicit code or the start and end dates as necessary.

  3. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To remove a solicit code that's no longer in use:

  1. Under Solicit codes on the record of the constituent, select Edit.

  2. Select Delete for the solicit code to remove.

  3. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Admins only! To give a reminder or special instructions about priority solicit codes, you can set alerts to appear on constituent records. For example, the preference of "No contact on weekends" may be so important that everyone should be notified of it when they view constituents with these instructions.

  1. Under Solicit codes on a constituent's record, select Settings.

  2. Under Display alert, choose which solicit codes should appear as alerts on constituent records.

  3. Select Save.

Admins only! To help your organization control who can change a constituent's solicit codes, manage access from the database view.

  1. From the database view, in Administration, select Security.

  2. In the Security list, open the group

  3. Under Group Privileges, select Records, and then Options.

  4. Under Record Types, select Constituents.

  5. Under Miscellaneous Constituents Options, select Solicit Codes.

  6. Select OK, and then Save and Close.

Tip: While solicit codes indicate rules of contact for a constituent, you can also set rules for specific contact information — such as to not use a phone number or email address — under Contact information. For details, see Contact Information.

Note: You can manage solicit codes from Solicit Code in Tables. For more information, see Tables.