Apply existing transactions to a pledge

[Brian Koblenz]

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

[CnP.Support]

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 on the pledge name to view the Pledge's details



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.

[Brian Koblenz]

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)