paying a pledge in batch - have the campaign, fund and appeal come into the gift to match the pledge

Anyone entering a pledge pay would benefit. In DB view, when you choose a constituent with an open pledge, it asks you if you want to apply a payment. If you choose to, all the gift codes from the pledge will be in the payment, but in NXT you have to go back and look at the original pledge to find out what the appeal, etc are supposed to be.

  • Caroline Martien
  • Sep 22 2026
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  • Beth Muckler commented
    02 Oct 13:46

    This should be a no-brainer.

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  • Guest commented
    25 Sep 19:17

    When I was testing some things out today, I noticed if I have a recurring gift it populated the campaign, fund and appeal, but when I did a pledge it didn't.

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  • Stefanie Weiland commented
    25 Sep 15:02

    Yes! It slows down the whole process when you have to go back and forth.

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