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Pledge Schedule & Contacts Tab

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

Parts of the 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.