How to edit a pledge record

1. Go to the Pledges page.
   • Using the Navigator Bar, select Pledges.
     -or-
   • Using the Pledges Card, select Go to Pledges.
     
2. Search for and select the pledge record you would like to edit.
3. The fields that may be edited are highlighted in the following images. 
   • Simply click into the field and add or replace the information. 
     
     If you want to adjust the pledge, please see How to adjust a pledge amount.
     To adjust payments, please see How to change which payments apply to the pledge.
   • You must always enter a reason if you update the pledge record. The changes will not be saved if a reason is not typed in.
     
     See How to toggle the Pledge End Date on the page.
   • You may also edit the frequency of the pledge commitment. The initial payment information may not be updated here, but see #3 to learn how to update which payments are applied to the pledge.
     

Updated September 23, 2024 13:31