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    System Options – Pledges
    • 08 Aug 2023
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    System Options – Pledges

    • Updated on 08 Aug 2023
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    System Options – Pledges

    You can set the following default options to apply to every Pledge you create in FIMS. This can save time in the data entry process, and any of the default values can be changed when you are working with a specific record.

     

    Option

    Values

    Description

    Default Profile Ind/Org

    Ind

    Org

    Sets the default Profile type for all Profile records you create from the Pledge Management module (Individual or Organization).

    If you do not select a default value, the system will set the default value to Individual.

    Pledge Folder Level

    IdCode

    PledgeNumber

    Determines whether you want FIMS to create (or open) the Donor/Pledge folder at the Profile level (based on the Donor’s ID code), or at the Pledge level (based on the Pledge Number).

    The default is to open the folder at the ID code level. This means that no matter which supertab you are using, clicking the Pledge/Donor button on the tool bar will open the Profile folder for the current Donor. If

    you want FIMS to create (or open) a separate folder for each Pledge as a sub-folder of the Profile folder, then you must choose Pledge Number in the Option.

    NOTE: If you choose Pledge Number, the Pledge folder will be created or opened from the Unposted Pledges or Pledge History supertabs.

     

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