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Moving a Pledge from Individual to Household

Daniel Fluke
$organization

I have a situation where for whatever reason, a pledge exists on an individual constituent instead of at the household level where it should be.

Is there a way to move the pledge from the individual (A2 affiliate of the household) to the household level?

No payment has been made against the pledge (it should have been a gift anyway) but a payment needs to be recorded.

Any guidance would be appreciated.

  • $organization

    I’m not an expert, but I think there’s a thing called “Household Operations” in the Constituent dropdown menu (task bar at the top).  Look for “move transactions to household”.  Try it in Test first, but I think this might do the trick!

     

    Christine Pellerin  Development Coordinator
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    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Daniel Fluke
    Sent: Thursday, August 16, 2012 4:50 PM
    To: christine@soulpepper.ca
    Subject: [Tessitura Development Forum] Moving a Pledge from Individual to Household

     

    I have a situation where for whatever reason, a pledge exists on an individual constituent instead of at the household level where it should be.

    Is there a way to move the pledge from the individual (A2 affiliate of the household) to the household level?

    No payment has been made against the pledge (it should have been a gift anyway) but a payment needs to be recorded.

    Any guidance would be appreciated.




    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!

  • $organization
    There is a move transactions to HH function - will that not do exactly what you want?

    Marie

    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Daniel Fluke
    Sent: Thu 8/16/2012 3:50 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Moving a Pledge from Individual to Household

    I have a situation where for whatever reason, a pledge exists on an individual constituent instead of at the household level where it should be.

    Is there a way to move the pledge from the individual (A2 affiliate of the household) to the household level?

    No payment has been made against the pledge (it should have been a gift anyway) but a payment needs to be recorded.

    Any guidance would be appreciated.




    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!