I have created a list with a very simple criteria. Gifts over $5000 (Gift Amount >=5000) given between 01/01/2009 and 12/31/2009. I'm looking for all gifts and pledge payments of that amount or greater RECEIVED during the specified date range, regardless of campaign year or date of the original pledge. I’m finding that pledge payments are not showing up on the list. If the original pledge was made in, say, ’05, but was fulfilled in ’09, I want it on my list. How can I accomplish this?
You are probably using gift date which in not transactional. Transaction date needs to used. If you do not have transaction as criteria it will need to be added.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Martin Giannini Sent: Sunday, March 21, 2010 6:55 PM To: McKinley, Leslie Subject: [Tessitura Development Forum] Pledges being omitted from list
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Thanks Leslie! I don't have "Transaction date" as a criterea, but i'll get to work on building it in for future lists.