Pledge payments in batch

Michelle Knizley
Michelle Knizley
in Blackbaud Financial Edge NXT® General Discussions

Is there anyway to apply a gift to a pledge in a batch in Webview? In DBV, if a donor has a pledge, the option to apply a gift to a pledge pops up when you enter the donor number. I have not been able to figure out how to make this happen in Webview.

Answers

  • Sunshine Reinken Watson
    Sunshine Reinken Watson Community All-Star
    Tenth Anniversary Kudos 5 April 2026 Monthly Challenge First Reply

    It is available according to the features grid. @Anthony Gallo can you confirm?

    In the meantime, I suggest creating a query to run after approving the batch to catch those and apply them to the pledges.

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    Yes, this is available. In db view, you will see the pop-up prompt but in web view pop up prompts and the web grid do not play nice so that is why we went with the indicator model. For pledges (and events/memberships/matching gifts when they are added) you will need to add the corresponding column to the grid. In this case, add the Pledges column and when you enter the constituent record, that column will notify you that there are potential applications for you to make.

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