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Applications > Donors and Gifts > Manage > Pledges

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Manage Pledges


Manage Pledges allows you to filter, view, edit, and add new pledges. 

 

This Section Includes:

Filters

Pledge Grid

 

Filters

 

The options available in the Filters area are:

c

City:

Country: Select the Country and then you may optionally pick from the available State/Provinces

State/Province

Begin Date: This is a filter on the Begin Date of the pledges (e.g., Begin Date = 1/1/2020, Begin Date is between 1/1/2020 and 3/31/2020, etc.).

End Date: This is a filter on the End Date of the pledges (e.g., End Date = 12/31/2020, End Date is between 10/1/2020 and 12/31/2020, etc.).

Purpose: Either start typing the name of the purpose, and then choose from the pick list or type an "*" to list all purposes.

Show only pledges without a motivation?:

Motivation: Either start typing the name of the motivation, and then choose from the pick list or type an "*" to list all motivations.

Pledge Frequency:

Active:

Show only pledges without a project?:

Project:

ACH:

Click the Search button to display the results or the Clear Filters link to reset all filters.

 

Pledge Grid

 

The grid displays pledges matching the selected filters with the following columns:

ACH:

Note: Hover over the Note  icon to preview the note.

Name:

Active:

Begin Date:

Periodic Pledge:

Total Pledge:

Purpose/Motivation:

Double-click the row or click the Edit  icon to edit a pledge in the grid. You can also click the Add New Pledge link to add a new pledge (More Information). Click the Delete  icon by a payment in the grid to be prompted to delete that payment.