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Customer Portfolio Fund Raising Tab

An important part of iMIS Fund Raising is the ability to view customer fundraising activities and history through the donor's customer record. This can be accomplished using the Customer Portfolio Fund Raising tab.

The Fund Raising tab contains summarized and detailed fundraising information, and provides access to commonly used Fund Raising module features such as entering new gifts, printing a fund raising profile, and viewing, entering and editing requests.

The Fund Raising history tab has four sub-tabs:

Tab buttons add one-click access

Three buttons on the Fund Raising tab provide convenient access to relevant features.

In This Section

About Fund Raising History Filters

About Soft Credit History

Fund Raising tab - Summary sub-tab

Fund Raising tab - Donor History sub-tab

Fund Raising tab - Donor Recognition sub-tab

Fund Raising tab - Requests sub-tab

To view Fund Raising information in the Customer Portfolio

See Also

Viewing Fund Raising Information

About Fund Raising tab access


ASI logo 10.6 Production Release. Updated 3/17/2006 4:09:07 PM
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