How to Change the External ID for a Pledge
Important
To change the external ID on a pledge, you must have Diocesan Admin or Development Manager > Development Admin access rights and permission to access the specific fund to which the pledge is made.
Changing the External ID value can cause linking issues for pledges set to use the current value.
- Open the Pledges page.
- Locate the pledge whose external ID you want to change. To quickly find the desired batch, use the Search or Filter function.
Position your mouse over the Info icon 
to find out what type of data the Search bar accepts.
- Select the donor's name link to open the pledge record.
- Click
. (This button is active only if you have permissions to the fund and Diocesan Admin access rights.) - Update the value in the External ID field.
- Click
.
The system updates the External Pledge ID field in the pledge record with the change.