Gift Solicitors and Dues Solicitors
The Solicitor table is a secondary table whose rows are attached to either a Gift or Dues Transaction table row. When the primary row to which it is attached is displayed in Long mode, the Solicitor information is incorporated and displayed with that row. During the data entry of a Gift or Dues Transaction row, the Edit or Insert form includes a set of check boxes in the lower right corner that allows you to specify either a Default or Other Solicitor.
- If you activate the Default check box, the system will search the Relationship rows belonging to the constituent for a gift solicitor-prospect relationship (with the owner of the Gift or Dues row being the prospect). If such a Relationship exists, then the name of the solicitor will be used in the creation of the linked Solicitor row.
- If you check the Other check box, you will be given a Solicitor ID Search form to use to locate the constituent you want as the Solicitor.
Once the appropriate constituent has been identified to the system, the remaining fields in the Solicitor row are automatically created and maintained by the system.
The Gift Solicitor and Dues Solicitor Data Maintenance topics discusses how to create Solicitor data rows linked to Gift and Dues transactions.
Solicitor Field Descriptions
Profiles Gift Solicitor and Dues Solicitor data is stored in the solicitor data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you wish to override these default settings, you must customize your display definition.
|
Field Name Field Label |
Lookup Table |
Type SQL/Oracle Length [Default] {Check} |
Description |
|---|---|---|---|
|
gsolkey non-displaying |
none |
numeric/number 13,0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field) |
|
gsolid non-displaying |
none |
char 10
|
This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field) |
|
gsoldoc non-displaying |
none |
char 1 ['N']
|
This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field) |
|
gsoldate no label |
none |
datetime/date
[getdate()]
|
The date that this Solicitor row was last updated. This field is automatically entered by the system. (system field) |
|
gsoluserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this Solicitor row. It is automatically entered by the system. (system field) |
|
gsolugroup non-displaying |
none |
char 1 ['Z']
|
This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field) |
|
gsollnkfil non-displaying |
none |
char 2
|
The file (table) number of the table to which this Solicitor row is linked (either Transaction or Dues). (system field) |
|
gsollnkkey non-displaying |
none |
numeric/number 13,0 [0]
|
This field holds a copy of the key field from the primary Transaction or Dues row to which it is attached. (system field) |
|
gsolsolid non-displaying |
none |
char 10
|
The ID number of the Solicitor. |
|
gsoltitle Solicitor |
none |
char 30
|
This field is a copy of the name title for the solicitor. (system field) |
|
gsollast no label |
none |
char 55
|
This field is a copy of the last name for the solicitor. (system field) |
|
gsolfirst no label |
none |
char 30
|
This field is a copy of the first name for the solicitor. (system field) |
|
gsolmiddle no label |
none |
char 30
|
This field is a copy of the middle name for the solicitor. (system field) |
|
gsolsuffix no label |
none |
char 30
|
This field is a copy of the name suffix for the solicitor. (system field) |
|
gsolntype |
char 6
|
This field is a copy of the Name Type from the Name row belonging to the solicitor, that was used as the source of name information for this Solicitor row. (system field) |
|
|
gsolpoint non-displaying |
none |
numeric/number 10,0
|
This system-assigned field is no longer used or supported. (system field) |
|
gsolcrdate non-displaying |
none |
datetime/date
[getdate()]
|
The date that the row was created. (system field) |
|
gsolfnum non-displaying |
none |
char 2 ['33'] {'33'} |
The file (table) number for the Solicitor table. (system field) |
|
gsolcomm no label |
none |
varchar/varchar2 4000
|
A free text Comment that may be entered and displayed with this row only. |
|
gsolsource Source |
char 6 [' ']
|
The source for the information in this row. |
|
|
gsoldate1 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate2 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsolmny1 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny2 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolnum1 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum2 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolyesno |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsollook1 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
gsollook2 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
gsollook3 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row. |
|
|
gsoltext |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
gsoljrnlfl non-displaying |
none |
char 1 ['N'] {'Y' or 'N'} |
This system-generated field is a flag indicating whether the transaction to which this data row is linked has ('Y') or has not ('N') been journaled. (system field) |
|
gsoljrnldt non-displaying |
none |
datetime/date
|
This system-generated field is used to hold the date on which the transaction to which this data row is linked was journaled (if ever). (system field) |
|
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
|
gsoldate4 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate5 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate6 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate7 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate8 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldate9 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldte10 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldte11 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsoldte12 |
none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
|
gsolmny3 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny4 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny5 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny6 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny7 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny8 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny9 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny10 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny11 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolmny12 |
none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
|
gsolnum3 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum4 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum5 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum6 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum7 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum8 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum9 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum10 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum11 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolnum12 |
none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
|
gsolchk1 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk2 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk3 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk4 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk5 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk6 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk7 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk8 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk9 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsolchk10 |
none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
|
gsoltxt1 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
gsoltxt2 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
gsoltxt3 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
gsoltxt4 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
|
gsoltxt5 |
none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
Custom Fields
Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.
Indices - Solicitor
| Index | Primary | Foreign | Unique | Fields | Sort |
| pk_solicitor | Y | Y | gsolkey | ASC | |
| solicitor02 | Y | gsolid | ASC | ||
| solicitor03 | Y | gsollnkfil gsollnkkey |
ASC | ||
| solicitor04 | gsolsolid | ASC |