Previous Topic

Next Topic

Request Entry window

The Request Entry window provides you with a means to manually generate individual requests. If you wish to create many identical requests for a list of customers, you can use the Activity Importer.

Select Fund Raising > Manage requests, click New.

Activity Type

Displays the activity type Request.

Status

Displays the request status. Requests that have no gifts or pledges associated with them have an Active status. Requests that have a gift or pledge associated with them are Inactive.

Trans Date

Displays the date of the request transaction. You can override the default date.

Request #

Displays the system-generated request number.

ID

Specifies the iMIS ID of the customer record associated with the request.

Recurring Request

Designates whether a request is recurring.

Request Type

Specifies the type of request.

Notes

Provides additional information about the request.

Solicitor

(Optional) Specifies the solicitor ID associated with the request.

Distribution

(Optional) Specifies the distribution associated with the request.

Campaign

(Optional) Specifies the campaign associated with the request.

Appeal

(Optional) Specifies the appeal associated with the request.

Fund

(Optional) Specifies the fund associated with the request.The fund associated with the distribution specified in the Distribution field is automatically displayed in this field, but can be overridden.

Request Amount

(Optional) Specifies the amount of money that was requested.

Next Request Date

Specifies the date the next request will be made.

Begin Date

Specifies the beginning date of the appeal.

End Date

(Recurring requests only) Specifies the end date of the appeal.

Reminders Sent

Specifies how many reminders have been sent.

Last Reminder Date

Specifies when the last reminder was sent.

Gift Date

Displays the date of the gift or pledge resulting from the request.

Gift Received

Displays the amount of the gift or pledge resulting from the request.

Frequency

(Recurring requests only) Designates how often the request is made using one of the following values:

See Also

Managing Request Activities

Manage requests window

To enter a request

To search for requests


ASI logo 10.6 Production Release. Updated 2/16/2006 2:44:32 PM
© 2009 by Advanced Solutions International, Inc. All rights reserved.