The Request Entry window provides you with a means to manually generate individual requests. If you wish to create many identical requests for a list of customers, you can use the Activity Importer (see To import activities).
From Fundraising, select Manage requests, and click New.
Activity Type
Displays the activity type Request.
Status
Displays the request status. Requests that have no gifts or pledges associated with them have an Active status. Requests that have a gift or pledge associated with them are Inactive.
Trans Date
Displays the date of the request transaction. You can override the default date.
Request #
Displays the system-generated request number.
ID
Specifies the iMIS ID of the customer record associated with the request.
Recurring Request
Designates whether a request is recurring.
Request Type
Specifies the type of request.
Notes
Provides additional information about the request.
Solicitor
(optional) Specifies the solicitor ID associated with the request.
Distribution
(optional) Specifies the distribution associated with the request.
Campaign
(optional) Specifies the campaign associated with the request.
Appeal
(optional) Specifies the appeal associated with the request.
Fund
(optional) Specifies the fund associated with the request.The fund associated with the distribution specified in the Distribution field is automatically displayed in this field, but can be overridden.
Request Amount
(optional) Specifies the amount of money that was requested.
Next Request Date
Specifies the date the next request will be made.
Begin Date
Specifies the beginning date of the appeal.
End Date
(Recurring requests only) Specifies the end date of the appeal.
Reminders Sent
Specifies how many reminders have been sent.
Last Reminder Date
Specifies when the last reminder was sent.
Gift Date
Displays the date of the gift or pledge resulting from the request.
Gift Received
Displays the amount of the gift or pledge resulting from the request.
Frequency
(Recurring requests only) Designates how often the request is made using one of the following values:
■ Monthly
■ Quarterly
■ Semi-Annual
■ Annual
To enter a request
1. From Fundraising, select Manage requests.
The Manage requests window opens.
2. Click the Request Entry button at the bottom of the window to display the Request Entry window.
3. Click New.
4. (optional) Enter the transaction date in the Trans Date field. Although iMIS defaults to the system date, you can override this date by typing a different request activity date.
5. (required) Enter the donor's ID, or click the lookup icon to select an ID.
6. (required) Enter the type of request in the Request Type field, or click the lookup icon to select a request type.
7. If you need to maintain information associated with the request, enter this information in the Notes field.
8. (optional) Enter the solicitor ID in the Solicitor field, or click the lookup icon to select a solicitor name.
9. (optional) Enter the Distribution associated with the request, or click the lookup icon to select a distribution.
10. (optional) Enter the Campaign associated with the request activity, or click the lookup icon to select a campaign.
11. (optional) Enter the Appeal associated with the request, or click the lookup icon to select an appeal.
12. (optional) Enter the Fund associated with the request, or click the lookup icon to select a fund. The fund associated with the distribution specified in the Distribution field automatically displays in this field, but can be overridden.
13. (optional) Enter the Requested Amount.
Note: The Gift Date and Gift Received fields are not populated until an actual gift or pledge is recorded as a result of the request. After the gift or pledge associated with the request is entered in the Enter and edit gifts window, the amount of the gift and the date it was received displays in these fields on the Request Entry window.
14. Click Save.
To search for requests
1. From Fundraising, select Manage requests to open the Manage requests window.
2. Click Open.
3. Enter the search criteria in the appropriate fields, or leave the fields blank and press Enter.
All request records that meet the search criteria are shown in the window. A summary of activities related to each request is also shown.
4. Select a request in the Manage requests window and click Request Entry.
The Request Entry window displays more details about the selected request.