Announcement

Collapse

Information Needed

See more
See less

Apply existing transactions to a pledge

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Apply existing transactions to a pledge

    I have an existing pledge and existing transactions that should have been applied to that pledge, but were not.

    What data structures do I need to modify to make those transactions apply to the pledge?

    Do I simply create a c&p Opportunity pledge and link it to the opportunity(s) associated with the transaction and pledge? Is there a convenient way to create a new c&p Opportunity pledge?

    -brian

  • #2
    Good day!

    The best possible way to do this is to remove the transaction - I suggest we do it for you.

    Once the transaction has been removed then re-process the C&P Data. If the process was done through the Virtual Terminal then the best to do this is by going to the pledge and clicking on the pledge payment as shown below:

    In the Contact layout you may add the C&P Pledge.

    Click image for larger version

Name:	2464-Pledge.jpg
Views:	1
Size:	60.0 KB
ID:	15691

    Click on the pledge name to view the Pledge's details

    Click image for larger version

Name:	2464-Pledge-Payment.jpg
Views:	1
Size:	97.6 KB
ID:	15692

    click on Pledge payment to make the payment associated with the pledge.

    This is the cleanest way to make a pledge and being sure that all aspects of it are accounted for.

    Hope that answers your question.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      If I reprocess the c&p data, then I will get new autoresponder messages etc.

      Can I just do the following:
      1) create Opportunity Pledges for each opportunity that should be tied to the pledge and link them to the pledge and opportunities
      2) update the pledge remaining balance (and possibly number of pledge payments if that is not automatically computed)

      Comment

      Working...
      X