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

  • Jim Klarner
  • Nov 23 2018
  • Reviewed: Voting Open
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  • JoHanna Young commented
    November 02, 2023 13:30

    It would also be nice to see a tag for recently completed a pledge.


  • Susan Fioribello commented
    July 08, 2023 11:39

    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.

  • Chandra Ingram commented
    March 16, 2021 15:16

    YES PLEASE! I'm surprised this isn't obvious, and isn't already in place with RENXT. It seems pretty basic! Thanks!

  • Cathy Billington commented
    March 10, 2021 18:20

    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.

  • Alex Bishop-Thorpe commented
    March 01, 2019 02:38

    This is a great idea!

  • +8