The Pledge Wizard video shows how to create one-time or recurring pledges and designate future payment methods within the CircuiTree software.

0:00 – 0:13           Introduction

0:13 – 0:20           Find a Customer

0:20 – 0:24           Individual

0:24 – 0:32           Donations

0:32 – 0:43           Make a Pledge

0:43 – 2:31           Add Pledge Wizard

2:31 – 3:10           Payment Method

3:10 – 3:23           Payment Information

3:23 – 3:55           Pledge Summary

3:55 – 4:38           Completed Pledge

 

The Pledges subtab shows any current pledges associated with the individual, group, or family.

Navigation: CampLink > Customers > [specific individual/group/family] > Donations tab > Pledges subtab

Fields

• Details: Click this icon to see the record of the pledge
• Name: The name of the pledging entity
• Pledge ID: Each pledge will be automatically assigned an ID
• Donation Status: This is the status of the actual payment.  NOTE:  If it is marked “Payment Ended”, you cannot delete the pledge.  You may cancel it from the “Actions” tab, or re-activate it from there.
• Donation Fund/Campaign: These fields denote the fund and campaign associated with the pledge
• Begin Date: The date the pledge is scheduled to begin