How Staff can View and Track Pledge Progress

This article provides steps to view and track pledge progress for a donor so that an administrator can easily see how the pledge is progressing.  

Steps to view the Pledge on the Staff side:

  1. From Giving go to Accounts.
  2. Select and click on the Donor.
  3. View the Pledges Card on the Donor Detail Screen.
    Click here for information on how Donors can view and track pledge progress

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

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