How to clear a designation from a pledge
Note: You may clear the designation from a pledge that is in an open, closed, or review batch.
- Go to the Pledges page.
- Using the Navigator Bar, select Pledges.
-or- - Using the Pledges Card, select Open.
- Using the Navigator Bar, select Pledges.
- Search for the pledge and select the record to display it on your screen.
- In the pledge record, click the designations action button (
)
- Click the eraser action button to clear the designation and then respond to the 'Clear designation?' prompt by clicking Yes.
- To save this change, click Confirm.
- Enter a reason and save the record.
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