Managing matching plans information
Many companies have a matching plan through which they match the donations and pledges made by their company customers. The Matching Plans tab enables you to set up and create matching plans.
The Matching Plans tab is enabled if a customer's record is loaded into the Customers area and the customer type is Company Member (CM). If the customer type is other than CM, the tab disables. The Matching Plans tab is read-only for users not authorized to add, edit, and delete data, and iMIS must be licensed for Fundraising for the Matching Plans tab to display.