The Fund Raising activity types REQUEST, GIFT, and PLEDGE, must be set up properly to help iMIS import, track, and report on donations and requests for donations.
To set up REQUEST, GIFT, and PLEDGE Activity Types
The Request Activity Type
Field |
Value |
---|---|
Type |
REQUEST |
Description |
Request Activity |
Subtype |
Distribution |
Note |
Notes |
Eff. Date |
Begin Date |
Thru Date |
Gift Date |
Source |
Appeal Code |
Amount |
Requested Amt. |
Qty/CEU |
Frequency |
UF_1 |
List As |
UF_2 |
Request Type |
UF_3 |
Fund Code |
UF_5 |
Resulting Gift |
UF_6 |
End Date |
UF_7 |
Last Reminder |
CO_ID |
Solicitor ID |
The Gift Activity Type
Field |
Value |
---|---|
Type |
GIFT |
Description |
Gift Activity |
Subtype |
Distribution |
Note |
Notes |
Eff. Date |
Received Date |
Source |
Appeal Code |
Amount |
Amount |
Task Date |
Reminder Date |
UF_1 |
List As |
UF_2 |
Campaign Code |
UF_3 |
Fund Code |
CO ID |
Solicitor ID |
The Pledge Activity Type
Field |
Value |
---|---|
Type |
PLEDGE |
Description |
Pledge Activity |
Subtype |
Distribution |
Note |
Notes |
Eff. Date |
Receive Date |
Source |
Appeal Code |
Amount |
Amount |
Task Date |
Reminder Date |
UF_1 |
List As |
UF_2 |
Campaign Code |
UF_3 |
Fund Code |
CO ID |
Solicitor ID |
10.6 Production Release. Updated 3/10/2009 1:42:59 PM
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