Can I change a Per Unit of Effort Pledge to a Fixed Pledge and vice versa?

Synopsis
You wish to change a Per Unit of Effort Pledge to a Fixed Pledge.
You wish to change a Fixed Pledge to a Per Unit of Effort Pledge.

Solution
To do either one of these actions, follow the directions below.

  1. Go to Reports -> Pledges by Donor
  2. Locate the Pledge number or the Donor name you wish to update
  3. Click Actions, Edit Pledge next to the Pledge you want to adjust
  4. Update the necessary pledge order details, including Pledge Type and either Pledge Per Unit (for Per Unit pledges) or Pledge Amount (for fixed amount pledges).

    To change a Per Unit Pledge to a Fixed Pledge:
    - Set Pledge Type to “Fixed
    - Set 'Pledge Amount Per unit' to BLANK
    - Set the 'Pledge Total' to the correct total

    To change a Fixed Pledge to a Per Unit Pledge
    - Set Pledge Type to “Per Unit” from the pull down
    - Enter the amount per unit to pledge
    - Set the Pledge Total to BLANK as the system will recalculate the pledge total

  5. Click Update to save your changes.

 

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