Find pledge payments for another constituents pledge
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Hello!
Is it possible to create a gift query that will show me all pledge payments that are applied to another individual's pledge? For example, a business owned by a constituent might be the entity that sends the check, but it is for a pledge under the individual. Our college just recently converted to RE and I want to make sure that soft credits for these types of individuals (which are usually high profile) are correct.
Thank you for any help you can provide!
Bryan
Is it possible to create a gift query that will show me all pledge payments that are applied to another individual's pledge? For example, a business owned by a constituent might be the entity that sends the check, but it is for a pledge under the individual. Our college just recently converted to RE and I want to make sure that soft credits for these types of individuals (which are usually high profile) are correct.
Thank you for any help you can provide!
Bryan
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Comments
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I can't imagine there is a way to query on this using RE query. It may be possible if you have someone query from the back end in SQL, however.4
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I also can't think of a way to query on this directly - you may have to do a gift export for all pledges. If you include the constituent ID for the person who made the pledge in your ouput, then expand Instalments > Payments > Payment Gift > Constituent > Constituent Information and include the constituent ID there, you can then compare the two fields in Excel and see where you have pledges that were paid by a different constituent.2
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