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Using CiviCRM

You're reading from   Using CiviCRM Develop and implement a fully functional, systematic CRM plan for your organization Using CiviCRM

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Product type Paperback
Published in Feb 2011
Publisher Packt
ISBN-13 9781849512268
Length 464 pages
Edition 1st Edition
Languages
Tools
Concepts
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Table of Contents (21) Chapters Close

Using CiviCRM
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
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. Fundraising: Money for Your Mission 8. Growing Your Membership and Interacting with Members 9. Managing Events 10. Interacting with Constituents: Managing Cases 11. Providing Support: Grant Management 12. Telling Your Story: Building Reports 13. 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 twelve payments (contributions) of $30.

To manually create a pledge, click on CiviContribute | Pledges | New Pledge, or use Create New | Pledge. Alternatively, from a Contact Summary page, click on Actions | Add Pledge, or click on the Pledges tab and click on the Add Pledge button or link.

  1. If the method of adding the pledge has not resulted in a read-only name beside Select...

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