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pledges
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write offs
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pledge reminders
policies and procedures
Globally write off pledges
Is there a way to globally write off pledges on a date prior to the date I am writing off the pledges? Example: I want to write off pledges through 10/31/09 on 11/15/09 and I want the system to think the write off was done on 10/31/09. Purpose: to pull future reports as of 10/31/09 that reflect the write...
Posted to
Forum
by
Carol Mcgrath
on 11-11-2009
Policies and Procedures for Pledge Follow-Up & Write offs.
Can you please share with me your company's policies and procedures for pledge follow-up and write-offs?
Posted to
Forum
by
Stacy Weeks
on 03-09-2009
tracking write offs
I would like to be able to track pledge write offs by use of a reason code and provide a place to select this code within gift form (or it's write off screen) itself. The idea would be that when a gift is written off a drop down box would provide pre-defined reasons as to why. i.e. Unable to contact...
Posted to
Forum
by
Karen Martyn
on 01-06-2009
Page 1 of 1 (3 items)