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Outstanding Pledge Notifications?

Christopher Pazdernik (Past Member)
$organization

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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  • $organization

    Christopher

     

    The payment screen popping up first does not preclude the Pledges popping up too.   You can put the payment, enter the source code, tab off and the Pledges will appear.    If it doesn’t work that way at your site you may have a bug.    

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, May 06, 2010 2:12 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Outstanding Pledge Notifications?

     

    Thanks everyone!

    After reading all your helpful comments, I double checked the preferences screen (which did have the appropriate box checked) and this is what I learned:

    When subscribers make donations with their renewals (either online, mail or over the phone), our ticket agents put that money 'on account.'  Our office then prints a report of all on account transactions and enters it.  The problem with our procedure is that we entered payments BEFORE choosing a source code, since the payment screen pops up automatically in gift entry after entering a constituent number .  This meant, of course, no pledges popped up.  Just an FYI in case any has a similar problem in the future.

    Which makes me wonder -- does anyone put an outstanding plege in the header somehow?  Somewhat similiar to an account that has an invoice balance remaining?  Just a thought...

    From: Christopher Pazdernik <bounce-christopherpazdernik9910@tessituranetwork.com>
    Sent: 5/6/2010 12:32:25 PM

    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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  • $organization

    Christopher

     

    The payment screen popping up first does not preclude the Pledges popping up too.   You can put the payment, enter the source code, tab off and the Pledges will appear.    If it doesn’t work that way at your site you may have a bug.    

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, May 06, 2010 2:12 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Outstanding Pledge Notifications?

     

    Thanks everyone!

    After reading all your helpful comments, I double checked the preferences screen (which did have the appropriate box checked) and this is what I learned:

    When subscribers make donations with their renewals (either online, mail or over the phone), our ticket agents put that money 'on account.'  Our office then prints a report of all on account transactions and enters it.  The problem with our procedure is that we entered payments BEFORE choosing a source code, since the payment screen pops up automatically in gift entry after entering a constituent number .  This meant, of course, no pledges popped up.  Just an FYI in case any has a similar problem in the future.

    Which makes me wonder -- does anyone put an outstanding plege in the header somehow?  Somewhat similiar to an account that has an invoice balance remaining?  Just a thought...

    From: Christopher Pazdernik <bounce-christopherpazdernik9910@tessituranetwork.com>
    Sent: 5/6/2010 12:32:25 PM

    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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