DM Pledges - Designations: How to clear a designation from a pledge

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.
  1. Go to the Pledges page.
    • Using the Navigator Bar, select Pledges.
    • Using the Pledges Card, select Open.
  2. Search for the pledge and select the record to display it on your screen.
  3. In the pledge record, click the designations action button (designations_action_button.png)
  4. Click the eraser action button to clear the designation and then respond to the 'Clear designation?'  prompt by clicking Yes.
  5. To save this change, click Confirm.
  6. Enter a reason and save the record.

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