Product: ImportOmatic List Management
Description: This solution describes how to assign an appeal to list members
Environment: All
Version: All
Answer:
- Highlight the list members to which you'd like to assign a new appeal
- Right click and choose Assign appeal. A popup window will open
- Select the appeal from the drop down
- Select the package, if desired
- Select the date
- Add comments, if desired
- Select the option to have List Management assign the next available finder number to the appeal, if desired. The Finder Number can be used in future imports for record matching – for example, if a gift is returned that includes the finder number, ImportOmatic can find the record based on the number and if it is a non-constituent, automatically promote it to a full constituent and import the gift
- Click OK
For more detailed information regarding ImportOmatic List Management, please refer to the User Guide for List Management.