Hyperlink payments to gift records in pledge records

Currently, you cannot navigate to a payment from a pledge record. This is ESPECIALLY TROUBLESOME if the pledge was paid by another record because you cannot see which record the payment is recorded in to fix it (with a soft-credit, which would currently be the only way to connect it to the pledge donor's record) in web view. We need hyperlinks to the gift records for all the payments, like in Recurring gift history.

  • Teddi Taylor
  • Feb 27 2026
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  • Maya Rosman commented
    27 Feb 21:36

    I second what Teddi says here! This functionality exists in database view. You can go to the installments tab of the pledge and from there open any of the pledge payments. You can also add a column for Constituent there so you could see who made the gift without having to go to the gift.

    Additionally, because we do split fund pledges, I often want to double check how an pledge payment was split specifically and in webview, I cannot check that anywhere on the pledge record. My specific use case is that I manage our scholarships and a scholarship endowment that is funded by a pledge often is split to fund the scholarship yearly while building the endowment. Before I give that money away, I have to make sure that the most recent payment was split correctly to cover the scholarship amount. I also have to check the pledge balance while doing this (our financial software counts the full value of the pledge when it's made, so I have to back out amounts for scholarship pledges based on the pledge balance). This is a task I do approximately 50 times in a row when I'm prepping for scholarships. It is extremely difficult to do this task in webview with the current lack of links.

    Adding a link to the pledge payments on the pledge record would be immensely helpful for back-end data administrator work.