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Defining Activity Types

iMIS makes extensive use of the activity table to help you keep track of your organization's contact with individuals and other organizations. The following activity types are specific to fund raising efforts:

In This Section

Setting up REQUEST, GIFT, and PLEDGE activity types

See Also

Setting up Fund Raising in Customer Management

Creating General Lookup/Validation Tables

Customer - Set up Fund Raising options

Adding Solicitor Data to a Customer Record

Adding Fundraising Information to a Customer Record

Adding Notification Information to a Customer Record

Creating Matching Plans in Company Records


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