Adding a Pledge

A pledge, or obligation, contains the details of all monies the account is committed to pay.

 

To add a pledge:

 

1. Launch the Add Pledge wizard by either:

 

• Opening the pledges form from the Forms panel. On the grid's toolbar, click add .

• Selecting the Add Pledge icon from the Tasks panel,
  

The message "This account is marked as 'Do Not Solicit'. Do you wish to add this pledge anyway?" will display when the Do not solicit flag is checked off on the Demographic's Account Information tab. Select yes to add the pledge.

 

2. The Add Pledge wizard will launch will the following pages:

 

• Pledge - enter the pledge information including campaign, amount, and date.

 

• Schedule Details - adjust the pledge schedule; applicable only when the pledge was scheduled in installments on the Pledge page.

 

• Connected Accounts - enables multiple accounts to share a pledge.

 

• Unapplied Payments - if the account has unapplied payments Payments that are credited to an account but have not been designated to a specific pledge. This is common when an account has pre-paid or has overpaid and the remaining balance is being held as a future credit. It is recommended to apply unapplied payments to a pledge eventually and not leave it indefinitely unapplied., they may be listed and applied to the new pledge.

 

3. Click Finish  to save the pledge or Finish & New to save the pledge and add a new one.