From Fundraising, select Enter and edit gifts, enter or open a gift or pledge, and select the Acknowledgement tab
Note:
The different tables on the acknowledgements tab are:
Salutation codes – From Customers > General Lookup and Validation Tables, table name is Salutation_Code
Merge codes – From Customers > General Lookup and Validation Tables, table name is Merge_Code
Sender codes – From Customers > Set up fundraising > Sender Codes
iMIS will refer to the donor's Salutation tab in Customers for the salutation code. If this tab is not populated, the salutation field will be blank throughout the system.
Tip: You can create an SQL stored procedure in Customers to set default values for the Salutations tab. Once the salutation is populated by this procedure, users can overwrite as needed.
The Acknowledgement tab on the Enter and edit gifts window uses the following fields and data entry procedures:
Donor area
Displays the current donor's ID, name, title, and home phone number.
Address area
Displays the current donor's company name and preferred mail address.
Pledges area
Displays the following information about the current donor's pledges:
■ Largest - Displays the amount of the donor's largest pledge.
■ Last - Displays the date of the donor's last pledge.
■ Lifetime - Displays the total amount of all of the donor's pledges.
■ Balance - Displays the donor's current pledge balance.
Gifts area
Displays the following information about the current donor's gifts:
■ Largest - Displays the amount of the donor's largest gift.
■ Last - Displays the date of the donor's last gift.
■ Lifetime - Displays the total amount of all of the donor's gifts.
Salutation area
The Code and Description for a salutation are entered and displayed in the fields in this area. Salutation codes are defined by your administrator, and values can be assigned to salutation codes on the Salutations tab on the donor's Manage customers window.
■ Code - Enter the salutation code, or click the lookup icon to select the salutation code.
■ Description - The description of the salutation code displays when a salutation code is entered in the Code field.
Merge area
The Code and Description for a merge are entered and displayed in the fields in this area.
■ Code - Enter the merge code, or click the lookup icon to select the merge code.
■ Description - The description of the merge code displays when a merge code is entered in the Code field.
Sender area
The Code and Description for a sender are entered and displayed in the fields in this area.
■ Code - Enter the sender code, or click the lookup icon to select the sender code.
■ Description - The description of the sender code displays when a sender code is entered in the Code field.
Associated Gift
Enables you to display the matching transaction on the Overview tab in the Enter and edit gifts window. This button is only enabled if the Matching Transaction field is not empty and the Enter and edit gifts window is not in data entry mode.
Clicking Associated Gift changes the label of the matching transaction field. If the employer's matching donation is displayed, the matching transaction field will be labeled Original Transaction because this field displays the transaction number of the donor who gave the original gift. If the original employee donation is displayed, the field label will remain Matching Transaction.
To customize an acknowledgement
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click New.
3. Enter the gift or pledge. See To enter a single gift or single pledge (see To enter a single gift or pledge), or To enter an installment pledge.
4. Select the Acknowledgement tab.
5. Enter the Salutation code, or click the lookup icon to select a salutation code.
6. Enter the Merge code, or click the lookup icon to select a merge code.
7. Enter the Sender code, or click the lookup icon to select a sender code.
8. Click Save to save the gift or pledge transaction.