View in the Directory whether a pledge has donor responses to Additional Pledge Options

This article provides steps to view if a pledge has donor responses to additional pledge options in the directory.

Staff can locate and view if there are donor responses to additional pledge options associated with pledges from the directory.

Here are the steps:

  1. From Directory locate account by searching the name from either;
    1a. Dashboard search or,
    1b. Families and Members search.
  2. Click on the account to open Family Detail page.
  3. Select Contributions from the menu.
  4. Scroll down to view Pledges.
    A green checkmark icon indicates donors have responded to the additional Pledge Options associated with the pledge. Pledges without a donor response display a gray checkmark icon.Click here for information on how to Update Additional Pledge Options in the Directory. Or here for more information about Additional Pledge Options in general.

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

Was this article helpful?