To enter a request
- From Fund Raising, select Manage requests.
The Manage requests window opens.
- Click the Request Entry button at the bottom of the window to display the Request Entry window.
- Click New.
- (Optional) Enter the transaction date in the Trans Date field. Although iMIS defaults to the system date, you can override this date by typing a different request activity date.
- (Required) Enter the donor's ID, or click the lookup icon to select an ID.
- (Required) Enter the type of request in the Request Type field, or click the lookup icon to select a request type.
- If you need to maintain information associated with the request, enter this information in the Notes field.
- (Optional) Enter the solicitor ID in the Solicitor field, or click the lookup icon to select a solicitor name.
- (Optional) Enter the Distribution associated with the request, or click the lookup icon to select a distribution.
- (Optional) Enter the Campaign associated with the request activity, or click the lookup icon to select a campaign.
- (Optional) Enter the Appeal associated with the request, or click the lookup icon to select an appeal.
- (Optional) Enter the Fund associated with the request, or click the lookup icon to select a fund. The fund associated with the distribution specified in the Distribution field automatically displays in this field, but can be overridden.
- (Optional) Enter the Requested Amount.
Note: The Gift Date and Gift Received fields are not populated until an actual gift or pledge is recorded as a result of the request. After the gift or pledge associated with the request is entered in the Enter and edit gifts window, the amount of the gift and the date it was received displays in these fields on the Request Entry window.
- Click Save.
10.6 Production Release. Updated 1/30/2006 4:49:58 PM
© 2009 by Advanced Solutions International, Inc.
All rights reserved.