 LouAnne
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| Joined: 17 May 2007 |
| Total Posts: 35 |
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Event Screen Totoal Pledged
Posted: 06 Jul 2009 08:46 AM |
Good Morning!!
I am wondering why the Total Pledged amount does not decrease when the pledge is paid or being paid depending on the type. It would really be nice to be able to look at that and know what is still out standing and not have to process it through excel unless there is some other way that I have missed?
Thanks so much!!
Lou Anne |
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Re: Event Screen Totoal Pledged
Posted: 06 Jul 2009 10:29 AM |
Lou Anne-
It is suggested, for an EVENT, that you enter a pledge form for the monies received AND pledged. This gives you the ability to see your unfulfilled pledges easily when comparing the monies received against the monies pledged. Currently there is not another way besides exporting to MS Excel and receiving your total after sum. Have a GREAT week!
Blessings,
Ashleigh |
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LouAnne
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| Joined: 17 May 2007 |
| Total Posts: 35 |
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Re: Event Screen Total Pledged
Posted: 06 Jul 2009 11:29 AM |
Hi Ashleigh!!
I am not really sure what you mean by a pledge form and the monies rec'd and pledged. I do a Pledge form for those that make a Pleadge and a donation for those that make a donation. Do you mean that I should have 2 events for lets say the banquet one for pledges and one for donations? Not sur if I am explaining that correctly!!
Lou Anne |
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Re: Event Screen Total Pledged
Posted: 06 Jul 2009 01:17 PM |
Lou Anne-
I apologize that I was not more clear in my explanation. I am glad you asked for clarification. You would have one event, each person pledged would have a pledge form, and each person who donated (monies rec'd) would have a pledge form and a donation form (that selected the pledge to be fulfilled. See example below.
Event: Banquet 2009
Group Name- Table 1, Group Captain- Ashleigh Guilmette
Sponsor- Cherie Medina (pledged $50.00)
Add pledge form, $50.00 specified, save & close
Sponsor- Christina Pippin (donated and center received $100)
Add pledge form, $100.00 specified, save & close
Add donation form, $100.00 specified, select the pledge (previously entered), save & close
If I can be of further assistance or you need further explanation don't hesitate in contacting me. Have a GREAT day!
Blessings,
Ashleigh |
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LouAnne
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| Joined: 17 May 2007 |
| Total Posts: 35 |
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Re: Event Screen Total Pledged
Posted: 09 Jul 2009 12:46 PM |
Hi Ashleigh
Thanks for letting me know but I have to say that is not to user friendly. It is very time consuming to have to enter all of these and this is really just adding one more step, especially when it come to the Walk. Anyway, maybe it is something that can be worked on. Thanks I appreciate all you guys do I don't mean to sound ungrateful!!
In Him
Lou Anne |
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Re: Event Screen Total Pledged
Posted: 09 Jul 2009 12:50 PM |
Lou Anne-
We always appreciate feedback! Thank you for your honesty and your attention to detail. We are in the process of updating the event module that will make this aspect more user friendly and detailed. We are hoping to have this completed by the end of the year. Thank you for all you do!
Blessings,
Ashleigh |
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