Pledges

What it is

Promises to give, paid in instalments over time.

Why it matters

Tracks what is still to come so reminders go out on time.

When to use it

Staff record each pledge and see which instalments remain outstanding.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fundraising to open it.
3. Click Pledges.

What you see

Pledges · click the picture to enlarge

• The list has these columns: Pledge, Donor, Fund, Pledged, Pledged amount, Paid, Schedule, Status. Click a column name to sort by it.

Buttons on this screen

• Record pledge — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

PLG-00001 · click the picture to enlarge

← Back to Fundraising overview