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Viewing pledge adjustments in the Customer Portfolio

You can view adjustments to pledges in the Donor History Detail window, accessible from the Donor History sub-tab of the Fund Raising history tab. When you view pledge adjustments through the Donor History Detail window, you can see the date and total amount of the adjustment, and the items to which it was applied.

Note: You can also look for SALES activities in the Activities-All tab. A SALES activity is created for each line item of a pledge credit memo.

In This Section

To view a customer's SALES activities

See Also

Using Credit Memos and Debit Memos

iMIS Authorization Levels for Pledge Credit and Debit Memos

Credit Memos

Debit Memos

About finding credit and debit memos using multiple search criteria


ASI logo 10.6 Production Release. Updated 2/15/2006 4:33:39 PM
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