View Pledge Detail Page

This article provides steps to view the gifts and transactions for the Pledge Detail Page.

A staff member can drill into the details of a specific pledge to answer questions and troubleshoot issues using the Pledge Detail Page and the corresponding Activity Page.

The Pledge Details can be accessed from the Donor Detail page or from a Fund page.

Here are the steps to locate and view the Donor's Pledge Detail Page:

1. In Giving search for the desired account and click to open and view.



2. From the donor detail page scroll to Pledges.

3. On the Pledge card, click on View Details.
 

4. View Pledge Details. The Pledge Details page has pledge specific information about the Pledge itself, the Upcoming Contributions that go directly to the pledge, and the Transaction History. 

5. Click on Activity in the main menu to view the Pledge Detail Activity.

This is the Activity page for the specific Pledge. It includes the Date, who the pledge was performed by, the Category, and the Action taken.

 

Here are the steps to locate and view the Pledge Detail Page from a specific Fund:

1. From Giving Click on Funds in the main menu.

2. Click on the desired Fund to open and view the details.

3. Click Pledge on the main menu to view all pledges for the Fund.

4. Click on the desired pledge to open and view details.

5. View Pledge Details. The Pledge Details page has pledge specific information about the Pledge itself, the Upcoming Contributions that go directly to the pledge, and the Transaction History.

6. Click on Activity in the main menu to view the Pledge Detail Activity.

This is the Activity page for the specific Pledge. It includes the Date, who the pledge was performed by, the Category, and the Action taken.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when finished viewing.

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