Pledge Reminder History
It would be great to have the same History information about pledge reminders on the Pledge gift record so my gift officers can easily see when reminders were sent out.
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Cindy Erwin
- Aug 29 2022
- Reviewed: Voting Open
Related ideas
This is also very important when determining who should receive a past due pledge reminder. We use this history to see if they just received a reminder, and if so, may wait another month or two before sending the next past due pledge reminder. It is not efficient, or accurate, to rely on excel files for this information. It needs to be on the pledge record.