Joanna, In the Mail function, there is an option for Reminders. I'm guessing you don't have a pre-printed billing form you plan to use. You would click "New." Reminder type would be "create custom data file" then choose whether you want one bill 'per pledge' or a bill...

We process pledge reminders each month using the last day of the following month for our run date. For example, on September 25th, we will run pledge reminders for all pledges that are due in October. We do this by using the run date of 10/31/2009. Unfortunately, using 10/31/2009 causes several issues...

We need to add pledge reminder history to several thousand gift records. A few months ago, mail reminders were generated using a custom data file. The records were not “Acknowledged” so history was not created. Is there a process to create the history using data from the exported Excel spreadsheet?

Hi, Yolanda. The pledge reminder history on gift records cannot be deleted (similar to the gift acknowledgement history), but a suggestion has been documented if you'd like to add your name to the request list: Unable to change the gift information in the gift acknowledgement history . Sorry it's...

Has anyone found a way to do this? I looked it up on the kb and got the following “it has been filed as a suggestion”. Please add your names to the list so we can get this implemented….. until then any suggestions? Solution Number: BB77018 Applicable Product(s): Raiser's...