Pledge Basic Information
A pledge is a constituent's promise to make a contribution in the future. Pledges can be for a one time transaction of cash or in-kind gifts like servi...
Tue, 19 Jul, 2022 at 12:52 PM
The Pledges grid is an overview of all existing Pledges, with the amount due, amount paid and remaining balance for each. You can find this grid by going to...
Tue, 19 Jul, 2022 at 1:16 PM
Yes, you can export your pledge information to an Excel file by selecting Actions and then selecting Export To Excel File. The excel spreadsheet should do...
Tue, 19 Jul, 2022 at 1:32 PM
There are multiple ways to create a new pledge. 1. From the main grids (Constituents, Transactions, Interactions or Documents), you can highlight the cons...
Tue, 19 Jul, 2022 at 1:44 PM
You will find the Pledges grid by going to Workspace > Transactions & Invoices > Pledges.
Tue, 19 Jul, 2022 at 1:47 PM
Pledge information appears on the main Transactions Grid, the Pledges Grid and in those tabs in the constituent's record. From the main Transaction or...
Tue, 19 Jul, 2022 at 1:57 PM
A pledge can be deleted from the Transactions Grid (not the Pledges Grid) by selecting that specific pledge and clicking on the trash can which is located o...
Tue, 19 Jul, 2022 at 2:16 PM
Yes, a pledge can be anonymous. For more information on anonymous transactions, please visit: Could a donation or transaction be done anonymously?
Tue, 19 Jul, 2022 at 2:17 PM
Yes, a pledge can be a split transaction. For more information on split transactions, please visit: Split Transactions.
Tue, 19 Jul, 2022 at 2:20 PM
Yes, a pledge can be done as a tribute. For more information on tributes, please visit: Tribute Transactions
Tue, 19 Jul, 2022 at 2:21 PM