Promises Supertab
  • 09 Oct 2023
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Promises Supertab

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Article summary


Promises Supertab

Promises are used to track non-binding promises of significant Gifts to the organization (for example, bequests or insurance policies).

Promises have no impact on the financial module, whereas the (optional) Pledge module can post Pledges as they are accrued.

If a Promise is created for a Profile without a Donor record, the Donor record will be created automatically.

This supertab allows you to see all Promise records at once. You can also create and view Promises for a specific Profile record in the Profile Management module.


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