Since contributions from one constituent cannot be used to pay off a pledge for another constituent (ex - pledge is made on an individual record but payments come via a family fund or DAF) we adjust the pledge down by the payment amount to keep total giving accurate. This is working fairly well for us with one big issue: when pulling pledge reminders the adjusted pledge total/balance/remainder is pulled in, not the original information as the donor would expect to see. Does anyone have any suggestions for managing this? Thanks.
Hello Melissa! This is Yessenia with Tessitura Network Support. We’re happy to assist you with this concern. I’ve created a Support ticket where we’ll work with you to find a resolution to this. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.