How to Delete a Pledge Record
To delete a pledge record:
- You must have permission to access the fund the batch is associated with.
AND
- You must have Offering > Delete permissions tied to your login credentials. This permissions is set in the Administration module on the ParishSOFT Modules tab in the staff user's record. Access to the Administration module is restricted to organization administrators only.
- Open the Pledges page.
- Find the desired pledge record. Do one of the following:
- In the Search box in the toolbar, enter the Search By value in the toolbar to find the record. (Position your mouse over the Info icon
to find out what values the Search bar accepts.). Then,
click 
. - Click
to open the Filter panel on the right. Enter one or more filter criteria. If desired, set filters to specify the order in which you want the filter results displayed. Then, click this button
at the top of the filter panel: 
.
- In the Search box in the toolbar, enter the Search By value in the toolbar to find the record. (Position your mouse over the Info icon
A list of records matching your search criteria is displayed.
- Select the checkbox for the pledge you want to delete.
- In the toolbar in the upper-right corner, click
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.
The system removes the pledge record from your database and from the list on the Pledges page.
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