Transferring Pledges
  • 21 Feb 2024
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Transferring Pledges

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Article Summary

Transferring a Pledge:

Sometimes you need to move a pledge from one account to another.  This is very simple to do in Admire.
  1. Open the account that has the pledge.
  2. Go to the Pledges Tab on that account.
  3. Right click on the Pledge you wish to transfer.
  4. Select "Transfer To..."
  5. The Search Account Screen will pop-up, use it to search for and select the account you wish to transfer the pledge to.
  6. Once you select the account the pledge will transfer over.
  7. Please be aware:
    If Payments are applied to this Pledge they DO NOT get transferred over together with the Pledge
    You would need to do that separately.  
    Instead the payment amount will show in blue in the TotalPaid column on the Pledge tab (see screenshot).


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