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Pledges

  • Updated

Looking to view all of your Pledges in one place? You have come to the right spot! The Pledges tab keeps it simple and consolidates all of your organization's Pledges on one page.

 

Pledges Overview

Search Bar

Use the Search Bar to locate Pledges from a particular contact. 

Pledges_Search.png

 

Filters

User Filters to sort your Pledges for particular criteria.

Filter_Button_Pledges.png

Pledges_Filter.png

 

Columns

Adjust your Columns to change what information you see at a glance. 

Pledges_Columns_Button.png

 

Add, remove or change the order of the Columns to personalize your Pledges dashboard.

Columns_Pledges_popup.png

 

Pledge Details

If you want a more detailed look at a particular Pledge, simply click on the Pledge and more details will appear on the sidebar!

Pledges_Details.png

 

Pledge Status

You will notice that the Pledge status is also indicated on this dashboard. The status of the Pledge will be marked as either:

  • Open: Balance for pledge is remaining
  • Closed: Pledge amount has been fulfilled