Used to help identify and track multiple customized salutations for gift/pledge acknowledgements and also in Customers.
iMIS allows you to create salutation codes that add salutation text to customer records. The assigned text is used for customizing acknowledgements for gifts, pledges, and letters. Before you can assign salutation codes to customers, you need to set up the Salutation Code table and enter the salutation codes and descriptions.
Note: If the Upper/Lower option is enabled in the System Setup window, then all values entered in the Salutation field convert automatically to upper/lowercase. If the Upper/Lower option is disabled, then the text is saved as it is entered.
Module: Customer
Location |
Field |
Target |
Salutations (from Customers, select Manage customers, and select Salutations tab) |
Salutation Code |
Name_Salutation.SALUTATION_TYPE |
Module: Fund Raising
Location |
Field |
Target |
Notification (from Customers, select Manage customers, and select Notification tab) |
Salutation Code |
Name_Notify.SALUTATION_CODE |
Acknowledgement Info (from Fund Raising, select Enter and edit gifts, enter record, and click ) |
Salutation Code |
Trans.SALUTATION_CODE |
10.6 Production Release. Updated 1/27/2006 11:24:18 AM
© Copyright by Advanced Solutions International, Inc.
All rights reserved.