Book Image

Using CiviCRM - Second Edition

By : Hommel, Murray, P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Hommel, Murray, P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (16 chapters)
15
Index

Manually creating a pledge


As reviewed earlier, a pledge in CiviCRM is a promise to make one or more payments in the future. A pledge is Pending until the first payment is received, at which point its status changes to In Progress. Once all payments have been received, its status changes to Completed. If one or more of the promised payments is late, no change occurs in the status of the pledge. In this way, think of a pledge as a container for multiple, promised, distinct contribution records.

If a person promises $360 to be paid in 12 monthly installments, spaced one month apart, CiviCRM considers this to be one pledge with 12 payments (contributions) of $30.

To manually create a pledge, navigate to Contributions | Pledges | New Pledge, or use Create New | Pledge. Alternatively, from a contact record, navigate to Actions | Add Pledge, or click on the Pledges tab and click on the Add Pledge button or link.

  1. If originating from Create New or Contributions | Pledges | New Pledge, select a Contact...