Connected Accounts

The Connected Accounts page is available in the Pledge wizard when adding or editing a pledge. The connected accounts enable multiple accounts to be linked with, and share, the same pledge.

A shared pledge will appear on all connected accounts' pledges form. When one account pays off the pledge, it will be reflected as paid on the other accounts as well.

• Search for Account - search for the account to share the pledge by clicking on the . Select Add to Grid to add it to the connected accounts.

• Related Accounts - accounts that are entered as related accounts in the Demographic relationship form will be listed and can be selected as a connected account directly from the list.

• Connected Accounts grid - The pledge will display on all the accounts listed on the bottom grid. To remove an account from the list, right-click and select delete.