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Setting up REQUEST, GIFT, and PLEDGE activity types

The Fund Raising 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 Customer, 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

Received 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

See Also

Defining Activity Types


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