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Manage requests window

From Fund Raising, select Manage requests

Activity Type

Displays the activity type Request.

Trans Date

(Optional) Enter the transaction date of the request activities to search.

ID

(Optional) Enter the customer ID associated with the request activities to search, or click the lookup icon to select an ID. You can select additional fields for a more specific search. For example, you could enter the customer ID and the Appeal to view all the individual's request activities related to the appeal (or fund, campaign, and so forth).

Request Type

(Optional) Enter the type of request look for, or click the lookup icon to select a request type.

Distribution

(Optional) Enter the distribution associated with the request, or click the lookup icon to select a distribution code.

Appeal

(Optional) Enter the appeal associated with the request, or click the lookup icon to select an appeal code.

Campaign

(Optional) Enter the campaign associated with the request, or click the lookup icon to select a campaign code.

Fund

(Optional) Enter the fund associated with the request, or click the lookup icon to select a fund code.

Requests returned by search

The search returns requests that meet the search criteria. Each request line includes the following information:

Request Entry

Opens the Request Entry window.

Clear

Clears all of the search fields.

Note: If you leave all of the search fields blank, all requests are displayed in the search results.

See Also

Managing Request Activities

Request Entry window

To enter a request

To search for requests


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