The iMIS request feature enables you to track activities such as telephone calls, letters, and notes that ask for a gift or pledge, and to associate donations with the requests that prompted them.
Requests can be entered using the Request Entry window or by using the Activity Importer. Once a request has been entered, it can be managed using the Manage requests window.
When entering a gift or pledge that is in response to a request, you can look up and select the appropriate request using the Request field on the Enter and edit gifts window. When you associate a request with a gift or pledge, any campaign, appeal, distribution, or fund information that was defined with the request is automatically entered for you.
Note: A request may only be associated with one gift or pledge. Once you associate a gift or pledge with a request, that request is no longer available for further gift entries.
10.6 Production Release. Updated 1/30/2006 1:37:10 PM
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