How to search for a pledge record

To search for a pledge record whether it was entered through a batch or independently of a batch, follow these steps:

1. Go to the Pledges page.
   • Using the Navigator Bar, select Pledges.
     -or-
   • Using the Pledges Card, select Go to Pledges.
     
     
      
     
     
     
2. To search for a pledge:
   • You may use the Filter Panel on the right side of the screen to filter for Fund, Family, Member, Giving Source, Family Status, Family Group, or Envelope Number.
   • You may use the Search Bar to search by Family ID, Member ID, Family Name, Member Last Name, or Pledge ID.
   • A combination of both the Search Bar and the Filter Panel may also be helpful. If you do this, it is necessary to click both the filter icon and the search icon for each to be activated.
   • To search for an existing pledge to a particular fund for a particular donor, use the Filter Panel and select the Fund and enter the member's envelope number in the appropriate fields before clicking the search button. *Make sure to reset the Filter Panel first using the reset arrow and clear the search bar of any text before filtering for this specific criteria.
   • To search for an existing sustaining gift, select Sustaining Gift under Pledge Type.
     
     
     
3. Once you have entered the filter criteria and/or the search criteria, you may expect one of two results:
   • If you get an empty screen, double-check the criteria to ensure all information was entered properly. If so, you may conclude that no pledge record was entered for this fund/family or member combination.
     -Or-
   • You will see the pledge record listed. To go into the pledge record, click the link.

Updated September 17, 2024 18:43