How to Add a Pledge Record to Your

Keep your fingers on the keys and save time with data entry by pressing the Tab key to move from one field to the next in the form. If you want to skip any remaining fields and go directly to the Amount field, press Ctrl-/.

Keyboard shortcuts are available to save you time when posting contributions. For details, go to Data Entry Tips to Speed Your Workflow.

To add a new pledge record, complete the following:

Open the Pledges page.
In the upper-right, click Add New Pledge. Select the Pledge option.

The Pledge Details page opens to an empty pledge record form.

Select the fund.
Enter details for the pledge into the fields in the form. Note that an asterisk indicates a required field. For descriptions of the form fields, go to Pledge Record Details.
To save the pledge record, click or press Ctrl-s on your keyboard.

The system displays a message to inform you that the pledge record was saved. The pledge is added your database and appears on the list on the DM Pledges page.

If you want to add another pledge record, click or press Ctrl-a on your keyboard.