IO Pledges - Search: How to search for a pledge record

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.
      IO_Pledges_Smaller.png


  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.
      Search_for_Pledge.png

  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.
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