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Managing Matching Plans Information

Many companies have a matching plan through which they match the donations and pledges made by their company customers. The Matching Plans tab enables you to set up and create matching plans.

The Matching Plans tab is enabled if a customer's record is loaded into the Customer Portfolio and the customer type is Company Member (CM). If the customer type is other than CM, the tab disables. The Matching Plans tab is read-only for users not authorized to add, edit, and delete data, and iMIS must be licensed for Fundraising for the Matching Plans tab to display.

In This Section

Manage customers window - Matching Plans tab

To create a matching plan

To edit a matching plan

To delete interest codes from matching plans

To delete a matching plan

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Notification Information

Viewing Opportunity Information


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