Please add "Send Reminders" Option for Pledges in Web View
In database view there is a checkbox on the Gift screen that indicates if reminders are to be sent for pledge payments. It is not obvious if this exists in web view.
This is a critical step in maintaining accurate donor communications. Members with active recurring pledges should be excluded from reminder notices, and donor communication preferences, including requests not to receive reminders, must be respected to ensure a positive donor experience.
This option is definitely needed as I create pledge reminders based on this flag in my query. Some donors don't want to be reminded, but most do and our fundraisers are very appreciative of the reminders I create. This also helps me as the data admin to pay attention to pledges and get updates from the fundraisers on those who may be falling behind in their payment schedule.
This is a critical step in maintaining accurate donor communications. Members with active recurring pledges should be excluded from reminder notices, and donor communication preferences, including requests not to receive reminders, must be respected to ensure a positive donor experience.
This option is definitely needed as I create pledge reminders based on this flag in my query. Some donors don't want to be reminded, but most do and our fundraisers are very appreciative of the reminders I create. This also helps me as the data admin to pay attention to pledges and get updates from the fundraisers on those who may be falling behind in their payment schedule.