Using Pledges in Causes

This feature is meant for your Team Leaders (who may not be Admins in the system) to be able to enter in offline donations they receive "on the fly" to update their page's progress without having to have you deposit a check on their behalf.  
 
When these entries happen, the Cause page's amount raised will increase, but it is setup intentionally to NOT automatically go into your Activities of your main Kindful database (because what if the team leader never really gets the funds, etc).  
 
You will have a few reasons to get these transactions into your Activities page.
  1. To have these donations actually hit your database for totals, receipting, etc.
  2. To change an entry of a donor's name from Anonymous to Visible (or vice versa)
  3. To ensure your Cause pages accurately reflect the amounts in your system
To get into these transactions and EDIT them, you can go to the individual cause page's root page and click on the Pledges button (you will see a number after the word Pledges in this scenario when the team leader has entered things in).  
 
                      
 
On the page that loads, you will see a summary of all of the transactions.  At this point, you can either COMPLETE or DELETE these "pledges".  
 
 
 
 
Clicking complete will pull up a dialog box for you to complete. From there, you have the option to create this contact record, bring their transaction into the system, and match it to an existing record in the system (if they exist).  
 
 
 
 
Once the donation is in the system, it will be on the Activities page.
 
Revisit the Activities page to find each of these transactions.  Click the dropdown arrow on the right side of the activity line, click Edit, and there you will see a box that allows you to display the name on the Cause page from the donor/donation.  
 
 
 
 
After these steps, the donor's name will show on the Cause page.

 

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