Allow for pledge payments to have a different campaign/fund/approach than the pledge!

Often times a pledge will come through one means, and be paid through another.  I.E. pledge is made at an event, and future payments are made via direct mail.  It'd be advantageous to track both.  

  • Joshua Pruyn
  • Nov 11 2015
Data Entry
  • Attach files
  • Guest commented
    January 08, 2016 16:33

    I agree that you should be able to assign different campaign/fund/approach to pledge payments. I have always used my fiscal year in my campaign so I can easily see at a glance what someone has done in the current fiscal year instead of trying to sort through gift dates. It is easier to spot 2015 Capital Campaign in the journal. Can't do that with this setting because all future pledge payments would show up in the wrong Campaign year. Also approach would change. The initial approach is different than just a pledge payment.

    Attachments Open full size

Related ideas