Enabling rapid gift entry in Enter and edit gifts window

Rapid gift entry field values are retained on a per-session basis. All of the field values that were retained for rapid gift entry are cleared if you disable rapid gift entry (click Disable Rapid Gift Entry), open another window, or restart iMIS. You must populate the rapid gift entry fields with the appropriate values before clicking Enable Rapid Gift Entry each time you use rapid gift entry.

Rapid Gift Entry will not be available if:

  • Batch Control is disabled.
  • Organization is not licensed for Fundraising.
  • iBO Rapid Gift Entry is turned off via .NET security.

A .NET Fundraising security group is created during install. Users with Fundraising security level 3-8 will be added to this group.

Note: Since the Installments tab is disabled during rapid gift entry, the installment date for a single pledge is set to the transaction date and cannot be changed.

Rapid Gift Entry Supported Fields

Rapid Gift Entry Unsupported Fields
  • Date Received
  • Gift Type
  • Gift Amount
  • Distribution
  • Appeal
  • Campaign
  • Fund
  • Installment gifts
  • Acknowledgements
  • Split gifts
  • Memorials/Tributes notes
  • Matching plans
  • Inserting or editing soft credits (you can enter an existing soft credit ID, but you cannot create a new soft credit ID or edit an existing soft credit ID)

Note: Split gifts require a fund. Split gifts must be split between or among multiple funds or within one fund. You can designate only one appeal or campaign for each gift/pledge entry.

Note: If Allow Free Entry of Fund is disabled in Fundraising > Setup Module, you will not be able to edit the fund.