Setting up REQUEST, GIFT, and PLEDGE activity types

The Fundraising 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

1. From Customers, select Set up module > Activity types.
2. From Product Types, look for the appropriate item (REQUEST, GIFT, or PLEDGE).

• If the product type is listed, select it and click Edit.
• If the product type is not listed, click New and enter the product type in the Type text box.

3. Set the activity type values according to the reference tables following this procedure.
4. Click Save.

The Request Activity Type

The Gift Activity Type

The Pledge Activity Type