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Old 03-13-2008, 10:44 AM   #1 (permalink)
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Gerhard

Join Date: Feb 2008
Location: South Carolina
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Pledge Reminders on requested dates

Is there a good way to enter pledges for people who wish to only be sent a pledge reminder on a certain date? I imagine setting up an action and marking "No Reminders" would be one way, but how do other people handle this? We typically send out pledge reminders quarterly, but certain people only want them when they say so.
Any thoughts?

Thanks,

Gerhard
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Old 03-13-2008, 10:49 AM   #2 (permalink)
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Melissa Siobhan's Avatar

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Your pledge reminders should be based on the installment schedule you set up for each individual pledge. So if they are paying annually this person should only come up in the quarter nearest their installment due date. Is this not good enough for these people?

If you have only one person asking for this then you may want to just do theirs manually using actions but if you have a lot of people asking for this you may just need to change your process to run pledge reminders every month (or every other month). You can then set up the installment due date to fit closest to the month they want their reminder in.
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Old 03-13-2008, 12:34 PM   #3 (permalink)
ggs ggs is offline
Gerhard

Join Date: Feb 2008
Location: South Carolina
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Ok, thanks for your reply. I may just have to go the reminder route. Not enough people to really bother changeing procedures for. Just wasnt sure if there was something I was overlooking.

Thank you,

G
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