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Apply existing transactions to a pledge

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  • Brian Koblenz
    replied
    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)

    Leave a comment:


  • CnP.Support
    replied
    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

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

    Click image for larger version

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    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.

    Leave a comment:


  • Brian Koblenz
    started a topic Apply existing transactions to a pledge

    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
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