Solicitors

About solicitors

Solicitors are individuals at your institution who work with constituents to facilitate giving or other engagements with your institution. Typically solicitors work in your development, foundation or similar office. But they may also work in your student career services or internship office if they are working with constituents that are organizations hosting your students for internships or that hire your graduates.

You can assign solicitors to constituents, letting the solicitors see these individuals and organizations on their Campus Cafe alumni dashboard.

Prerequisites

Required permissions

Module

Number

Description

Module

Number

Description

System Admin

113

Create solicitor

Alumni/Development

297, 1068

Assign solicitor to constituent

Create solicitor

  1. Go to Admin > STParm.

  2. In Parameter Code enter XXSLNO.

  3. In Parameter Value enter the solicitor’s initials.

    image-20241027-135612.png

  4. Click the Add.

  5. In Description and Long Description enter the solicitor’s name.

  6. In Common App Code or Admissions Counselor ID# enter the Campus Cafe ID number of the solicitor.

    image-20241027-135747.png

  7. Click Save.

Assign solicitor to constituent

Associating a constituent, whether and individual or organization, with a solicitor lets the solicitor see the constituent on their Campus Cafe dashboard and can assist with reporting.

  1. Go to the constituent’s profile.

  2. Go to Person Selected > Constituent.

  3. In Solicitor Code select the individual assigned to work with the constituent.

  4. Click Save.