How to Find a Pledge Record
To view a pledge record, you must have Offering > View 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 pledges matching your search criteria is displayed.
The system automatically saves your filter and sort settings for the Pledges list and retains them as your personal defaults. Even after you log out, the settings
remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different computer, you may see different settings.
- Click the pledge ID link or the donor's name link to open the pledge record.
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