Notification of existing pledge

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JoAnn Strommen
JoAnn Strommen ✭✭✭✭✭
Ancient Membership Facilitator 4 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
When gifts are received into RE through NetC is there a way to know if the individual currently has an open pledge on their record? 


I'm looking for something along the lines of a business rule pop up when one goes to enter a gift that says the person has a pledge, do you want to apply it to the pledge.  We've had several instances where person had a pledge but accidentally or intentionally chose a different fund in the online payment process. This has left their existing pledge with a balance and repeat reminders being sent.


Is there a setting somewhere or tip on how you ID these people?
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    I'll mark this as answered.  Due to lack of replies, I finally posed question to chat support. Not possible at this point.  I did post in NetC idea bank.


    Per support - we discussed the check boxes on the batch committal screen or:
    "The only way I can think of to address this would be after they are committed

    You can create a query of the constituents added in the batch and also add in a query filter for Pledge balance is greater than 0.00

    then youd have to access those and apply the gifts manually to the pledges"

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