Searching, examining, and taking action on pledges
When compared to contributions, the options related to pledge management are fewer. As described earlier, a pledge is a collection of contribution records (pledge payments) defined by the encompassing pledge options.
Searching pledges
To search for pledges, navigate to Search | Find Pledges or Contributions | Pledges | Find Pledges. The following criteria are available when searching pledges.
We will note any particularly useful, interesting, or possibly unexpected behavior when using the criteria:
Pledger Name or Email: With this option, search using a partial string for the pledger name or e-mail.
Payment Scheduled: With this option, select one of the date range options to search upcoming scheduled payments.
Pledge Payment Status: With this option, search one or more of the status options listed. Note that this option searches the payment status, not the pledge status.
Pledge Amount: The suboptions available in this option are From and To. These...