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To use rapid gift entry

Note: Your administrator must enable the Allow Rapid Gift Entry option in Fund Raising set up.

Note: Since the Installments tab is disabled during rapid gift entry, the installment date for a single pledge is set to the transaction date and cannot be changed.

Note: Rapid gift entry field values are kept only as long as you have rapid gift entry enabled. As soon as you disable rapid gift entry, open another window, or restart iMIS, all of the rapid entry field values are cleared.

  1. From Fund Raising, select Enter and edit gifts to display the Enter and edit gifts window.
  2. Enter and save a single gift or single pledge, or open an existing single gift or single pledge, to populate the rapid entry fields with the desired values for rapid gift entry.
  3. Click Enable Rapid Gift Entry. The Rapid Gift Entry Mode message is shown.
  4. Click New. The rapid entry fields are automatically populated with the stored rapid entry field values.
  5. Enter donor, request, and payment information.
    • If the donor is new, click Add to add new donor information. The Donor tab will be temporarily activated for you to add the new donor. Click Save on the Donor tab to return to rapid gift entry.
  6. Click Save.
  7. Repeat until you have finished entering donations.

See Also

Using Rapid Gift Entry


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