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Import REQUEST activities with Activity Importer

You can now import REQUEST type activities using the Activity Importer. Several changes have been made to existing functionality to support this enhancement including:

New Fields on Activity Importer window

The Import Activities window now shows the following new fields:

When the activity type is GIFT, REQUEST, or PLEDGE, the Distribution field is activated and populated with a list of products from the Set up distributions and premiums window.

Note: You must configure the Request, Gift, and Pledge Activities to take advantage of this new feature. See Setting up Request, Gift, and Pledge activity types for more information.

In This Section

Setting up REQUEST, GIFT, and PLEDGE activity types

See Also

Fund Raising changes

Improved Fund Raising history interface in Customer Portfolio

New Fund Raising Total Value configuration options

Designate Fund Raising information by Event function

Portion of dues payment can be processed as a donation

Memorial/Tribute honorees need not be in the database

Reporting performance for large Fund Raising data sets

Fund is now updated when distribution is changed


ASI logo 10.6 Production Release. Updated 3/6/2006 10:03:27 AM
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