Once a pledge has been entered, it can be edited in two ways:
- Find it in the Pledge List on the left side of the Donor Dashboard and click Edit.
- Go to the donor record’s Activity Stream.
Both of these procedures bring up the same form that will open with the data in it. Change whatever information necessary. The data will adjust.
Edit via Activity Stream
Search for a donor’s record using ‘Quick Find’.
Click all of the blue buttons one at a time except the Edit Pledge button which is the second button from the left. The Activity Stream will now only list pledges
Highlight the pledge (above) and the form below will open for editing.