IO Pledges - Add: How to add pledges outside of a batch

How to add pledges outside of a batch

  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. If there's any doubt that this pledge has already been added, search for the pledge before adding.
  3. To continue with pledge entry, click the add action button in the upper right corner.
    add_button_new_screen.png
  4. The date field on the entry screen will automatically default to the current date. If the actual pledge date is different, the first thing to update is the date under Pledge Defaults (see (1) on the image below). This will allow you to tab through the date fields for this pledge and for all subsequent pledges with the same date during this entry session. 
    Pledge_Details_Entry_with_numbers.png
    • While posting pledges through a batch allows three defaults, Fund, Donor Type, and Pledge Date, the only default in adding pledges independent of a batch is the Pledge Date. If you are adding several pledges in a row, you must select the Fund (2) and Pledge Type (3) for each entry. 
    • If you do not have the information requested for Donor Type (Envelope Number, Family Id, or Member Id), click the search icon in the ID field (4) and search for the member or family using the information you do have: First Name, Last Name, Address, Phone, or Email. 
      • When you populate one or more of these fields and click Search, the Results screen will give all records that contain this information. You may select the member from the results and continue the pledge entry.
    • Once the donor has been identified, their information will display to the right of the ID field.
      DonorID.png
    • Continue to enter the information in each field (5-9), or to tab through the fields that are already populated with the correct dates.
  5. If this pledge has an initial contribution with it, the information may be added right on this pledge screen and a contribution will be added for this donor.
    Contribution_info.png
    • If you choose not to enter the contribution before saving this pledge record, it can be added later, but not through the Pledge Detail page. Once the pledge record has been saved, any contribution information must be entered through the contribution page.
  6. Once all of the information has been entered and verified for this record, click the save action button in the screen's upper-right corner. This will save both the pledge record and the contribution record if one was added.
    Save_Pledge_Record.png
  7. One final check for duplicate entries is automated by the software. If a duplicate pledge has been entered for the same fund and for the same donor, a warning prompt will display on your screen asking if you want to create a duplicate pledge for this donor.
    Duplicate_Pledge_Info.png
    • You may get additional information about the existing pledge by clicking the down-carrot.
    • If you are satisfied that you want to save this entry, click Yes. If the new pledge was entered in error, click No. Related information may be found in the following help articles:
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.