Viewing Pledge Information

UNDER REVIEW

For each pledge, Aegis CRM stores the following information:

• Details about the pledge, including:
  • The type of pledge, which may be One Time, Open Ended, Fixed Period, or Goal Based.
  • The frequency of payment, which may be Daily, Weekly, Bi-Monthly, Monthly, Semi-Monthly, Quarterly, Bi-Annually, or Annually.
  • The date the pledge was made.
  • The date the first payment was received.
  • The dollar value of each payment.
  • The balance due.
  • The number of installments.
  • The pledge program.
  • The motivating appeal.
  • The active/inactive status (Yes or No).
• Information about the pledge payment, including:
• The automatic payment status (Yes or No)
• The payment method
• The credit card form on file status (Yes or No)
• The credit card number or other account number (in a non-viewable format)
• The credit card security validation code
• The credit card expiration date
• The name of the bank
• The partner's first and last name
• The partner's address
• Contributions made on the pledge.
  • History of changes made to the pledge, which includes the following for each pledge:
  • The time and date the change was made
  • The field that was modified
  • The name of the person who made the change
  • The old value
  • The new value

To view information about a partner's pledge, you need to do the following:

1. Click on the Manage Pledges link from the Actions panel of the partner record:
   
   
   
   The Activity: Pledges page will be displayed, similar to what is shown here:
   
   
2. Click on the View link to the far right of the pledge that you want to view. The Pledge Details page will be displayed, similar to shown here (the partner's last name and street address have been removed for confidentiality):
   
   
3. Click on the back arrow to return to the Activity: Pledges page.
   
   -or-
   
   Click on the Edit Pledge link to edit the information for a pledge.
   
   -or-
   
   Click on the Pledge Statement link to get a statement for the pledge.