When entering a donation in a batch, notify when the donor has an outstanding pledge

Currently in database view, when entering a donation in a batch under a donor that has an outstanding pledge, an alert will pop up telling you the donor has an outstanding pledge and asks if you would like to apply the donation to the pledge. In addition, we have it set up to alert us if the donor's spouse has an outstanding pledge as well.

  • Guest
  • Feb 18 2025
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    • Amber Allen commented
      20 Mar 16:52

      It would be nice to see what the pledge is BEFORE having to click on whether or not to add the gift to the pledge.


    • +15