The Fundraising activity types REQUEST, GIFT, and PLEDGE, must be set up properly to help iMIS import, track, and report on donations and requests for donations.
To set up REQUEST, GIFT, and PLEDGE Activity Types
1. From Customers, select Set up module > Activity types.
2. From Product Types, look for the appropriate item (REQUEST, GIFT, or PLEDGE).
□ If the product type is listed, select it and click Edit.
□ If the product type is not listed, click New and enter the product type in the Type text box.
3. Set the activity type values according to the reference tables following this procedure.
4. Click Save.
The Request Activity Type
|
Field |
Value |
|
Type |
REQUEST |
|
Description |
Request Activity |
|
Subtype |
Distribution |
|
Note |
Notes |
|
Eff. Date |
Begin Date |
|
Thru Date |
Gift Date |
|
Source |
Appeal Code |
|
Amount |
Requested Amt. |
|
Qty/CEU |
Frequency |
|
UF_1 |
List As |
|
UF_2 |
Request Type |
|
UF_3 |
Fund Code |
|
UF_5 |
Resulting Gift |
|
UF_6 |
End Date |
|
UF_7 |
Last Reminder |
|
CO_ID |
Solicitor ID |
The Gift Activity Type
|
Field |
Value |
|
Type |
GIFT |
|
Description |
Gift Activity |
|
Subtype |
Distribution |
|
Note |
Notes |
|
Eff. Date |
Receive Date |
|
Source |
Appeal Code |
|
Amount |
Amount |
|
Task Date |
Reminder Date |
|
UF_1 |
List As |
|
UF_2 |
Campaign Code |
|
UF_3 |
Fund Code |
|
CO ID |
Solicitor ID |
The Pledge Activity Type
|
Field |
Value |
|
Type |
PLEDGE |
|
Description |
Pledge Activity |
|
Subtype |
Distribution |
|
Note |
Notes |
|
Eff. Date |
Receive Date |
|
Source |
Appeal Code |
|
Amount |
Amount |
|
Task Date |
Reminder Date |
|
UF_1 |
List As |
|
UF_2 |
Campaign Code |
|
UF_3 |
Fund Code |
|
CO ID |
Solicitor ID |