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Rapid Gift Entry

Rapid gift entry field values are retained on a per-session basis. All of the field values that were retained for rapid gift entry are cleared if you disable rapid gift entry (click Disable Rapid Gift Entry), open another window, or restart iMIS. You must populate the rapid gift entry fields with the appropriate values before clicking Enable Rapid Gift Entry each time you use rapid gift entry.

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.

Rapid Gift Entry Supported Fields

Rapid Gift Entry Unsupported Fields

Date Received

Installment gifts

Gift Type

Acknowledgements

Gift Amount

Split gifts

Distribution

Memorials/TributesNotes

Appeal

Matching plans

Campaign

Inserting or editing soft credits (you can enter an existing soft credit ID, but you cannot create a new soft credit ID or edit an existing soft credit ID)

Fund

 

Note: Split gifts require a fund. Split gifts must be split between or among multiple funds or within one fund. You can designate only one appeal or campaign for each gift/pledge entry.

See Also

Setting up Fund Raising (in Fund Raising)

Overview of Fund Raising Module Setup

Designating your organization as a fund

Defining Funds

Defining Campaigns

Defining Appeals

Defining Distributions and Premiums

Defining Donor Clubs

Defining Fund Raising Setup Options

Fund Raising Authorization Levels


ASI logo 10.6 Production Release. Updated 3/17/2006 4:17:58 PM
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