Template Pledge Batch

Last week, I attempted to create a template for our Pledge batch using WebView. During this process, I noticed that several important fields and options are currently missing:

  • Constituent ID (Donor ID number)

  • Constituent Code (Parish name)

  • Language preference – This is especially important since we have many Spanish-speaking families here in Yakima.

  • Reminder option – A checkbox or feature to send monthly balance reminders to donors.

These fields and features are essential for accurate tracking, proper parish identification, and effective communication with our donors. The language option, in particular, is critical to ensure we are serving our Spanish-speaking community appropriately.

Could these items be added to the WebView template, or is there an alternative way to access or enable them?

  • Joyce Mendoza
  • Mar 2 2026
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  • Ange Scott commented
    03 Mar 00:32

    Constituent ID and Code are definitely needed!