To process gifts quickly, you enter shared field values (defaults) to set up your Rapid Gift Entry table. After you submit these values, iMIS builds your pre-populated table, ready for data entry.
Note: In Rapid Gift Entry, you cannot enter an in-kind gift or asset.
To set defaults for Rapid Gift Entry
1. Open the Rapid Gift Entry window.
□ From your administrative view, select Fundraising > Rapid Gift Entry.
□ From the web, click the Donations tab.
2. In the top half of the table, enter the required overview fields and any others that apply. Most of these fields are in the Single Gift entry form and are described in Enter and edit gifts window - Overview tab and in Enter and edit gifts window - Acknowledge tab.
□ (required) Date Received
□ Distribution
□ Appeal
□ Campaign
□ Fund
□ (required) Batch - Lists existing open batches.
□ Salutation
□ Merge
□ Sender
□ Pay By - Lists the available payment types associated with the selected batch type.
The description displayed is the Title of the cash account defined by the system administrator in AR/Cash > Set up table > Cash account.
3. In the bottom half of the table, enter one or more gift detail fields:
□ (required) Gift Type
□ Gift Amount
□ Description
□ Notes (This is a fixed area: you cannot enlarge it using Ctrl+Z.)
4. At the bottom, specify the number of entries you want to pre-populate with these defaults: How many rows would you like?
5. Click Go.
Rapid Gift Entry default fields