Update Additional Pledge Options in the Directory
This article provides steps to update pledge options for a donor in the directory.
Staff can update additional pledge options associated with pledges for donors from the directory.
Here are the steps:
- From Directory locate and view the account. Click here for steps on how to search, locate and view the account.
- From the family details contribution page, scroll down to view Pledges.
- To update pledge options click on the ellipses (3 vertical dots) to view the dropdown menu.
- Select Update Pledge.
- Select or de-select additional pledge options as desired.
- Click on Update to process.Click here for more information about Additional Pledge Options.
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