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Description:
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Learn how to enter a pledge, set up a payment schedule, enter a matching pledge, run pledge acknowledgements and reminders, and write off a pledge.
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Prerequisite:
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The Basics, or experience with Folders
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Audience:
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This class is meant for the resultsplus! user.
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Length: 1 Hour
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 | Adding Pledges
Add pledge with regular or irregular payment schedule
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| Matching Pledges Add pledge that will be matched
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Pledge Acknowledgements Mail merge thanking the donors
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Pledge Reminders Reminders and friendly reminders
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Deleting Pledges Delete pledges with or without pledge payments
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Writing Off a Pledge Write off a delinquent pledge
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Pledge Quick Entry Form Design your own Pledge Quick Entry form
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Pledge Reports Run two standard pledge reports
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