Open Pledge Payment Records from the Pledge Record in Webview

In database view, we are able to open the pledge record, look at the installments and open a specific gift for an installment from the pledge record.


I do this all the time to check the split payments. Many of our pledges are split and sometimes the % per fund is not adequate to tell me how much was actually paid for a specific installment to each fund. In webview, you can see the history of gifts, but it doesn't give you any information about how the gifts were split, or allow me to look at any other notes on the pledge payments. To dig further into the data I have to look at the pledge and then go back to the full list of gifts and hunt through the list for the installment that I want to look at more closely. This is really inefficient and sometimes difficult to do if the installment date and the gift date for the gift that pays that installment are different.

I would really love to be able to navigate to the full pledge payment record from within the pledge record in webivew. Again, this is functionality that exists and is incredibly helpful in database view and I'd like to see it continue in webview.

  • Maya Rosman
  • Jan 17 2025
  • Attach files
      Drop here to upload