How to Edit a Pledge Record

Open the Pledges page.
Locate the pledge record you want to edit. To quickly find the desired pledge, 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.
In the Adjustments field, click this button: to open the Pledge Adjustments window. This window lists prior changes made to the pledge.
Do one of the following:
- As necessary, edit any prior changes. For example, you can update the amount of a prior adjustment or change the pledge date.
- Delete a prior adjustment. To do this, click this button next to the adjustment you want to delete: .
Click to save your changes.

The system updates the pledge record on the DM Pledges page.