Requests overview
The iMIS request feature enables you to track activities such as telephone calls, letters, and notes that ask for a gift or pledge, and to associate donations with the requests that prompted them.
Requests can be entered using the Request Entry window or by using the Activity Importer. Once a request has been entered, it can be managed using the Manage requests window.
When entering a gift or pledge that is in response to a request, you can look up and select the appropriate request using the Request field on the Enter and edit gifts window. When you associate a request with a gift or pledge, any campaign, appeal, distribution, or fund information that was defined with the request is automatically entered for you.
NoteA request may only be associated with one gift or pledge. Once you associate a gift or pledge with a request, that request is no longer available for further gift entries.