Outstanding Pledge Notifications?

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.

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  • Former Member
    Former Member $organization
    There is an option in Tools/Preferences called "Automatic Notification of Open Pledges".  If this is checked, the user will be notified of any open pledges when a constituent is selected in Contributions.  However, any contribution entered in a ticket order as would be the case with online contributions through the API including contributions added when a customer renews their subscription online, will always be processed as a gift and will never be applied to an open pledge as a pledge payment. 
     
    Bob


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, May 06, 2010 1:37 PM
    To: Robert Bell
    Subject: [Tessitura Development Forum] Outstanding Pledge Notifications?

    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.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Reply
  • Former Member
    Former Member $organization
    There is an option in Tools/Preferences called "Automatic Notification of Open Pledges".  If this is checked, the user will be notified of any open pledges when a constituent is selected in Contributions.  However, any contribution entered in a ticket order as would be the case with online contributions through the API including contributions added when a customer renews their subscription online, will always be processed as a gift and will never be applied to an open pledge as a pledge payment. 
     
    Bob


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, May 06, 2010 1:37 PM
    To: Robert Bell
    Subject: [Tessitura Development Forum] Outstanding Pledge Notifications?

    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.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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