Altru Ideas

I'd like to see the pledge process refined to fix a few issues that we've been dealing with --



1) When we receive a pledge for the year's giving (mostly from trustees), it's usually one sum, with different portions of it assigned to different designations. The payments towards the pledge then come in at different times during the year. However, with the current process, there's no way to specify, when the gift is first entered, how much of it is applied to which designation(s) -- it just automatically splits the payment according to the ratio split of the original pledge. Once the payment is entered, we can go in and edit it, but then we show $0 pledge payments on the recent revenue summary, and these can't be deleted. We could enter the pledge as multiple pledges from the get-go, each with their own designation, but that's more work on the front end and makes it seem as if it isn't a single pledge...not ideal.



2) There also isn't a way (as far as I can tell) to enter a pledge payment with multiple designations and attribute only part of it to an appeal, so it skews reporting on that appeal.



3) If you have a split payment on a pledge, with the payments being the same amount, it only shows once on the summary page (both show on the revenue history page)...this can be confusing.