Sorting journal entries by open pledges

In addition to running a query of open pledges, it would be helpful if we could sort all open pledges within a journal. We see the ellipses in the circle on the left side of the screen. Sorting so these open pledges rise to the top would be helpful for "at a glance" monitoring.

  • Guest
  • May 30 2023
  • Already Works That Way.
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    Kimberly Hammer commented
    June 21, 2023 20:06

    To sort a constituent's journal by open pledges, you can add the Outstanding Balance column and sort it largest to smallest to see option pledges at the top.

    You can also filter the journal page down to just pledges if that helps as well.

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