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Viewing Pledges

After you have created a session containing pledges, you can view information about the transactions in the session. If you are a supervisor and have security access, you can view information about pledges regardless of whose session they reside in.

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Pledge Summary

Supervisor Pledge Summary

AV_PLDG_SMRY

  • select Contributor Relations, then select Session Management, then select Supervise Sessions, then select Pledge Sessions, then select Pledge Summary

  • select Contributor Relations, then select Session Management, then select Supervise Sessions, then select Pledge Sessions, then select Supervisor Pledge Summary

View information about the pledges you enter in a session. You can only view information about sessions that you currently control, unless you are a supervisor. For supervisors, view information about the pledges that your staff enters in sessions.

Pledge Detail

AV_PLDG_DTL_SP

  • You can access the Pledge Detail page through multiple navigation paths. Below is a frequently used path.

  • Click the Details button on the Pledge Summary page.

View detailed information about a pledge transaction.

Open Pledge Register

AV_OPEN_PLDG

AV_OPEN_PLDG_E

AV_OPEN_PLDG_W

  • select Contributor Relations, then select Analyze Giving History, then select Person Giving Summaries, then select Open Pledge Register

  • select Contributor Relations, then select Analyze Giving History, then select Organization Giving Summaries, then select Open Pledge Register-Org

  • select Contributor Relations, then select Session Management, then select Enter Pledges, then select Pledge Schedules, then select Open Pledge Register - Workset

View a summary of a donor's pledges with open balances.

Pledge Schedule

AV_PLDG_SCHD_INQ

AV_PLDG_SCHD_INQ_E

  • select Contributor Relations, then select Analyze Giving History, then select Person Giving Summaries, then select Pledge Schedule

  • select Contributor Relations, then select Analyze Giving History, then select Organization Giving Summaries, then select Pledge Schedule - Org

View information about the payment schedule associated with a particular pledge.

Access the Pledge Summary page (select Contributor Relations, then select Session Management, then select Supervise Sessions, then select Pledge Sessions, then select Pledge Summary).

Image: Pledge Summary page

This example illustrates the fields and controls on the Pledge Summary page. You can find definitions for the fields and controls later on this page.

Pledge Summary page

If the session you select is open, the pledge number, ID and constituent name, first payment date, fulfillment date, and gift amount appear for each transaction in the session you selected. If the session is posted, you cannot select any transaction in the session to edit.

Field or Control

Definition
Details

Click to view detailed information about a particular pledge on the Pledge Detail page.
Select and Edit Pledge

If the pledge session you selected is open, you can select the check box next to a gift and click the Edit Pledge button to make changes to an existing pledge.

Access the Pledge Detail page (Click the Details button on the Pledge Summary page).

Grids on this page display designation, recognition, and tribute details. This eliminates the need to access separate, multiple pages to view this information. In addition, the Designation Code field appears.

Note: This page might include unposted pledge payments until the sessions are balanced, queued, and posted.

When you open this page, the gift number, effective date, first payment date, fulfillment date, and gift amount appear for each transaction in the session you selected.

Access the Open Pledge Register page (select Contributor Relations, then select Analyze Giving History, then select Person Giving Summaries, then select Open Pledge Register).

Image: Open Pledge Register page

This example illustrates the fields and controls on the Open Pledge Register page. You can find definitions for the fields and controls later on this page.

Open Pledge Register page

Field or Control

Definition
Business Unit

Enter the business unit for which to view a list of open pledges.

Access the Pledge Schedule page (select Contributor Relations, then select Analyze Giving History, then select Person Giving Summaries, then select Pledge Schedule).

Image: Pledge Schedule inquiry page

This example illustrates the fields and controls on the Pledge Schedule inquiry page. You can find definitions for the fields and controls later on this page.

Pledge Schedule inquiry page

Field or Control

Definition
Details

Click to view detailed information about the pledge on the Pledge Detail page.

Note: This page might include unposted pledge payments until the sessions are balanced, queued, and posted.