How do I add a Pledge?
Print
Created by: Support Team
Modified on: Tue, 19 Jul, 2022 at 1:44 PM
There are multiple ways to create a new pledge.
1. From the main grids (Constituents, Transactions, Interactions or Documents), you can highlight the constituent, click on the New button at the top of the grid and select Transaction. Change the transaction type from General to Pledge. You will see the pledge schedule along with other applicable fields. Enter the pledge information and click Save. If you do not want to save your changes, you can click Cancel.
2. From within a constituent record, you can click on their Transactions Tab. Click on the Add button at the top. Change the transaction type from General to Pledge. You will see the pledge schedule along with other applicable fields. Enter the pledge information and click Save. If you do not want to save your changes, you can click Cancel.
Support is the author of this solution article.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
