Update a Pledge in Directory

This article provides steps for a Giving Administrator to edit a pledge in Directory.

The Giving Administrator can update / edit the pledge data for a family or member in the directory.


Complete the following steps to edit a pledge:

1. From Directory go to Families and Members.

2. Search for the desired Family or Member in the Directory Search.

3. Click on the Family or Member to open the Details Page

4. Click on Contributions.

5. Scroll down to the Pledge's card.

6. Click on the ellipsis to view the drop-down menu.

7. From the menu select Update Pledge

8. Enter the information that needs to be updated. If updating the pledge amount, the amount cannot be less than the given amount on the pledge. 

9. Click on Update to process.

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




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