About Fundraising tab access

You can use the Fundraising tab when the following requirements are met:

  • iMIS is licensed for Fundraising.
  • You have been assigned an access keyword (see Access Keywords in Customers) by your iMIS administrator.
  • An existing customer's record is open in the Customers area.
  • Module Authorization level for Fundraising is set to 1 or higher.

Note: The Fundraising tab is disabled when the Manage Customers area is in data entry mode.