We're trying to implement a new monthly pledge reminder system for our phonathon pledges. Our student phonathon caller fills out an initial form when the donor pledges over the phone which would serve as their first reminder. However, we would like the rest of the system to be fairly automated. Here...

Hello, I'd like to know which donors have paid in full their pledges for a particular campaign. I tried query - summary information - gift - pledge balance = $0, but that shows me everybody even people who did not even make a pledge to the campaign. I also would like to know some quick info about...

My solicitors want to be able to see when their assigned people fall behind on commitments or have installments due soon so that we can be more proactive about working with the donors instead of just sending reminders. I have looked at a ton of reports but some don't have solicitor as an optional...

Does anyone know how to get a report of the planned gifts? We have the Planned Gift Module and since I can't get "planned gift" in the gift types on the pledge status report, I'm trying to find out if there is a report that will give me this information.