Hello all:
We've had a few problems with recieving gifts (especially those made online or with subscription renewals) that haven't been booked as pledge payments, but as new gifts, because nothing has flagged the person entering gifts that were was a pledge payment pending (unless, of course, the donor self-identified it). Is there something else we should be doing with pledge payments to be altered when going into gift entry for an account that has a pledge balance remaining?
Thanks in advance.
Hi Christopher,
There is a setting in Preferences that will cause the pledge payment window to open automatically (right after a source is entered) when processing a contribution for a constituent that has an outstanding pledge. Here are the details:
Automatic Notification of Open Pledges - When this option is checked, the Existing Contributions screen will automatically open after a source is entered on the Contributions screen if the current constituent has pledges with outstanding balances. By default this setting is checked, and this setting is assumed in all processing examples in this document.
This is a per-user setting and is turned on by default, so whoever is making the mistakes must have unchecked it. If you have all your contribution processors check it, it should be pretty hard to miss an outstanding pledge unless you load the wrong constituent account (like a duplicate of the account that has the pledge).
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com