Add an upcoming pledge tag for a constituent
A tag for an upcoming pledge installment payment a month out for a constituent. Would help fundraisers be more proactive in asking for upcoming pledge installments. The tags already include an overdue pledge and an upcoming birthday. Given that the tags are for "Needs Attention" being proactive on asking for pledges would be a very good idea and help me a lot
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Jim Klarner
- Nov 23 2018
- Reviewed: Voting Open
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- +9
Related ideas
It would also be nice to see a tag for recently completed a pledge.
PLEASE add this as soon as possible! It is shocking how difficult it is to run an upcoming pledge REPORT with NEXT INSTALLMENT Date and Amount by Assigned Fundraiser. It's not just difficult, it is impossible. We have settled on exporting the Query results, which is clearly not optimal. The fact that this is not a canned report is astonishing.
YES PLEASE! I'm surprised this isn't obvious, and isn't already in place with RENXT. It seems pretty basic! Thanks!
YES PLEASE! This would be so great, especially if a pledge is "due" at the end of a calendar year! We wouldn't want for our donors to miss tax receipt opportunities because of this.
This is a great idea!