How to Add an End Date to Pledges
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How to Add an End Date to Pledges

  1. Open the Funds  page.
  2. Find the fund with the pledge records you want to end date. To quickly the fund, use the Search or Filter function.

 To find out what content a search accepts, hover your mouse over this input hint: .

A list of funds matching your search criteria is displayed.

  1. Click fund's name link to open the fund's record.
  2. To set an end date on pledges to the fund that have no end date, complete the following:
    1. Click  to open the Add End Date Pledges window.
    2. Enter your start and end date details in the Beginning and Ending date fields. The system will search for records with a pledge date between those dates that have no end date. (Note that the search includes records that match the beginning and ending dates in the date range.)
    3. Click  to run the search.

      The system displays the number of pledge records found within the date range specified that have no end date.
    4. In the End Date to Assign field, enter the end date to assign to the found records. 
    5. Click . 

      The system adds the end date to the records.
    6. Click  to close the Add End Date Pledges window.

 

 

Related Topics

About the Funds Page

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