How to Search for a Pledge

To view the list of Pledges on the Pledge Management page, you must have, at a minimum, View access rights tied to your login credentials.

If you manage several organizations, select the desired organization from the Organization list.
Click to display the Pledge Management page.

By default, this page shows you pledges for the fund currently displayed in the Fund dropdown list. The default census filters are set to Family Status=Registered, Family Group=Active, and Pledge Type=Family.

To narrow down your search, select the fund the pledge is associated with from the Fund list. Then, select a setting for each of the census filters.

The Fund list contains only those funds you have are granted access to by the organization administrator.

Click .

The list is updated to show all pledges matching your filter criteria. As shown in the following example, selecting the All Souls fund produces the following list of pledges:

To find a specific pledge made to the fund, use one or more of the column header filters.

That is, if you know the envelope number of the donor who made a pledge to the fund, type it in the Env# filter field. Or, if you know the last name, type the first few letters of the name in the Last Name filter field. The list automatically updates to show you pledge records matching your search criteria.

Suppose that you want to locate a pledge record for the Badzinski family. To do this, type the letters "Ba" in the Last Name field. As shown below, the list updates to display pledge records for any family whose last name begins with "Ba" . The Badzinski family is one of the records found:

If you have the proper access rights assigned to your login credentials, you can now perform one or more of the following pledge-related tasks:

How to Search for a Pledge

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