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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully-functional, systematic CRM plan with CiviCRM

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781783281459
Length 574 pages
Edition 2nd Edition
Languages
Tools
Concepts
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Authors (3):
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Erik Hommel Erik Hommel
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Erik Hommel
Joseph Murray Joseph Murray
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Joseph Murray
Brian P Shaughnessy Brian P Shaughnessy
Author Profile Icon Brian P Shaughnessy
Brian P Shaughnessy
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Table of Contents (16) Chapters Close

Preface 1. Achieving Your Mission with CiviCRM FREE CHAPTER 2. Planning Your CRM Implementation 3. Installation, Configuration, and Maintenance 4. CiviCRM Basics – Moving through the System and Working with Contacts 5. Collecting, Organizing, and Importing Data 6. Communicating Better 7. Campaigning with Petitions and Surveys 8. Fundraising for Your Mission 9. Growing Your Membership and Interacting with Members 10. Managing Events 11. Interacting with Constituents – Managing Cases 12. Providing Support – Grant Management 13. Telling Your Story – Building Reports 14. Customization, Community, and Cooperation Index

Manually creating a pledge


As reviewed earlier, a pledge in CiviCRM is a promise to make one or more payments in the future. A pledge is Pending until the first payment is received, at which point its status changes to In Progress. Once all payments have been received, its status changes to Completed. If one or more of the promised payments is late, no change occurs in the status of the pledge. In this way, think of a pledge as a container for multiple, promised, distinct contribution records.

If a person promises $360 to be paid in 12 monthly installments, spaced one month apart, CiviCRM considers this to be one pledge with 12 payments (contributions) of $30.

To manually create a pledge, navigate to Contributions | Pledges | New Pledge, or use Create New | Pledge. Alternatively, from a contact record, navigate to Actions | Add Pledge, or click on the Pledges tab and click on the Add Pledge button or link.

  1. If originating from Create New or Contributions | Pledges | New Pledge, select a Contact...

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