This tab can be used to add Pledge Schedules and track all donation Contacts.
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. |