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

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...