DM Pledges - Edit: How to adjust the pledge amount

How to adjust the pledge amount

  1. Go to the Pledges page.
    • Using the Navigator Bar, select Pledges.
      -or-
    • Using the Pledges Card, select Go to Pledges.
      Izzy_Pages-Pane_Pledges-Page-Link.png
  2. Search for and select the pledge record you would like to edit.
  3. To add an adjustment, click the edit button in the Adjustments field. Note, the amount entered as an adjustment will be summed with the initial pledge to render a new pledge amount.
    Top_-_Pledge_Details_-_Adjustment.png
  4. Once you confirm the adjustment, you must enter a reason and save the adjusted pledge record on the Pledge Details page.
    enter_a_reason_and_save.png

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request