Pledge Schedule & Contacts Tab

Status

Pictorial progress of the letter, pledge or email.

Seq #

Sequence number of the letter, pledge or email.

Status

Verbal progress of the letter, pledge or email.

Type

Type of contact detail.

Priority

Rating of priority.

Requested By

Employee who added the letter, pledge or email.

Notes

Name of the letter or email.

Records/File Connected to Correspondence

Details of the attached letter, pledge or email.

Date Begin

Date the correspondence is set to begin.

Adds a scheduled pledge reminded to the donation. For more information on scheduled pledges click here.

Opens the selected letter, pledge or email.

Deletes the selected letter, pledge or email.

Adds a new letter or email to the donation.

Opens the document that corresponds to the selected pledge, letter or email.

Prints the selected letter.