Viewing a Pledge Statement

UNDER REVIEW

To view a pledge statement, you will need to do the following:

1. Locate the partner.
2. Click on the Manage Pledges link in the Actions panel:
   
   
   
   The Activity: Pledges window is displayed:
   
   
3. Click on the View link to the far right of the pledge to view details about the pledge. The Pledge Details screen will be shown:
   
   
4. Click on the Pledge Statement link:
   
   
   
   Aegis CRM will generate a PDF to show the pledge statement (last name removed to protect confidentiality):