Manage requests window

From Fundraising, select Manage requests

Activity Type

Displays the activity type Request.

Trans Date

(optional) Enter the transaction date of the request activities to search.

ID

(optional) Enter the customer ID associated with the request activities to search, or click the lookup icon to select an ID. You can select additional fields for a more specific search. For example, you could enter the customer ID and the Appeal to view all the individual's request activities related to the appeal (or fund, campaign, and so forth).

Request Type

(optional) Enter the type of request look for, or click the lookup icon to select a request type.

Distribution

(optional) Enter the distribution associated with the request, or click the lookup icon to select a distribution code.

Appeal

(optional) Enter the appeal associated with the request, or click the lookup icon to select an appeal code.

Campaign

(optional) Enter the campaign associated with the request, or click the lookup icon to select a campaign code.

Fund

(optional) Enter the fund associated with the request, or click the lookup icon to select a fund code.

Requests returned by search

The search returns requests that meet the search criteria. Each request line includes the following information:

■    Request # - Displays the request number of each request.

■    Date - Displays the date associated with a particular request.

■    ID - Displays the ID the individual associated with the request.

■    Request Type - Displays the request type of the request.

■    Status - Displays the request status. Status can be either A (active) or I (inactive). Request status is changed to inactive when a gift is associated with the request or when the end date of the request is reached.

■    Recurring - Displays a check mark for requests that are recurring.

Request Entry

Opens the Request Entry window.

Clear

Clears all of the search fields.