Pledge Maintenance
  • 19 Sep 2022
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Pledge Maintenance

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  • PDF

Article summary

The Pledge Maintenance window allows for modifying/updating multiple pledges with one click.

Some Common Uses:
  • Change the occasion name
  • Update the pledge date
  • Select a different association
Step By Step
  1. Go to Tools >> Data Maintenance >> Pledge Maintenance
  2. Select a lookup format
  3. Check Filter if applicable, and select a filter. Click the ellipsis (...) to browse for the selected filter, or the arrow and 'New..' to create a new filter.
  4. Click Search
  5. The window below displays account and pledge information including Account ID, Account Display, Date, Occasion, Amount, Association, Total Paid, Outstanding, Due Now amount, Spreads, Notes, Last Payment. quick summary towards the bottom of the window displays a list count.

    6. Select the pledges to be updated.

  • Select All - will select all pledges displayed
  • Deselect All - will clear all selections made
  • Invert Selection - will clear the selections made, and select the ones that were not selected

    7. Select the Field To Update, and enter the new value.

  • Update Occasion – Changes the occasion for the selected pledges
  • Update Pledge Date - Updates the pledge date. When the pledge has a single installment, the installment date will be updated. Otherwise, updating the pledge date will not update the billing plan.
  • Update Letter Type - Update the letter code
  • Mark Invoices to Reprint - Mark Invoices To Print/Do Not Print
  • Add Pledge Association – adds an association or changes the previous one depending on whether or not the ‘limit one per group’ is checked.
  • Delete Pledge

     8. Click Process to update.

You may also choose to export the list that you are currently viewing on your screen by clicking on Export.

The account/Pledges selected can be opened by pressing the or

Note: The account or pledge that is opened this way is the last one that was selected if there were multiple pledges selected.

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