- From the Home/DM page, select the Go to Pledges link.
- Select a fund on the filter panel (on the right) and then click the filter panel search icon (magnifying glass). You may find more information in, How to search for a pledge record.
- All pledges will display in card form. Go into a Pledge by clicking on the Pledge name or Pledge ID link.
- Add a new pledge by clicking on the plus sign in the upper right corner of the screen. This pledge will not be in a batch.
- See how to move a pledge from one contributor to another (in case of a data entry error).
- When the DDM software is first updated to Isidore DM, the pledge records may not have an end date assigned. Since this is required in the upgraded software, there is a batch processing option to add an end date to multiple pledge records. You may check out that option here.
Have more questions? Submit a request