PSFS Offering - Pledges: How to generate a Pledge Report with address information that can be used for mail merge

How to generate a Pledge Report with address information that can be used for mail merge

 

  1. Go into Offering → Pledges.
  2. Choose each of the following:  a fund, the Family Status, the Family Group, and the Pledge Type.
  3. Click on View Pledges.
  4. Put a check mark next to each family to include on the report.
  5. Click the Export to CSV icon.
    mailmergepledgereport.jpg

 

 

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