How to Add Zero Dollar ($0) Pledges

Use this procedure to create zero dollar ($0) pledges or empty pledge records for a fund. Use this method as a shortcut for your church-wide pledge campaigns so that you do not have to search your database one family at a time and then create a pledge record for each individual family.

To add zero dollar pledges, you must have permission to access the fund to which you are adding the pledge and View plus Add/Edit access rights tied to your login credentials.

The following procedure lets you generate a pledge record for $0 for each family in your database that does not already have a pledge for the selected fund. As you receive pledge cards from the families for which you have created $0 pledges, you can quickly record the actual pledge amounts and payment schedules.

  1. Click to display the Pledge Management page.
  2. If you manage several organizations, select the desired organization from the Organization list.
  3. Select filters to create a subset of pledge records to work with. Then, click .
  4. Click .

The Add $0 Pledges window is displayed. For example:

Zero dollar pledges are created only for those families that match your filter criteria, which is displayed for you in the window. For example, as the previous illustration shows, zero pledge records will be created for all active registered families who do not currently have a pledge record for the Air Conditioning fund.

  1. Verify your filter criteria.
  1. Click and specify a date for the $0 pledges.
  2. To create the pledges, click .

A message is displayed asking you to confirm your request.

  1. Click to begin the process.

The application searches your database to locate families who meet your filter criteria. The application ignores families who already have a pledge record in your database and will not add a $0 pledge record for that family.

Depending on the number of records, the process can take several minutes.

After the process is completed, a message is displayed informing you of the number of zero dollar pledges the application created.

  1. Click to dismiss the message.

Your pledge list is updated. You return to the Pledge Management page.

Families who do not end up making a pledge continue to show in your records with a $0 pledge. If you want, you can delete these pledges from the fund.

 

Related Topics

About the Pledge Management Page

 

 

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