Navigating the Pledges View


Efficiently navigating the Pledges view is critical for filtering and sorting your information to match your desired criteria.

  • Click the gear icon on the right of the Primary Navigation at the top of the screen.
  • Select “Pledges.”
  • In the Pledges section, you have the option to show All pledges or only Active pledges. Select these options using the drop-down box on the right side of the screen.
  • Pledges can be filtered by giver or fund simply by clicking on Name/Envelope or Fund. To remove a filter, click on the small “x”on the name underneath the heading.