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Editing a Pledge Schedule in Unified View

Kelly Hogan

Ran into this yesterday and wondering if anyone else has experienced it.

I had a pledge that needed it's schedule edited, so I obviously looked to complete this task in webview first. Things seemed to be going well, I was able to create the adjustment to make the edits to the schedule, but as soon as I edited the amount on a future payment, it would freeze. I tried multiple times with the same result, so I went back to database view for this task.

Wondering if anyone else has experienced this. Should I test it again today on a different pledge just to see if it happens again?

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JoAnn Strommen

I just did a test pledge and then tried to adjust payment amounts. I got an error the first time. I tested several other ways, changing amount, # of installments and did not get an error or have it freeze.

LOL - after waiting for the pledge gift to appear in the giving history, I still could not find a way to delete the pledge in web view. There has to be a way to delete, don't you think? 😮

Rachel Cavalier

Do you not have the delete button?

Screenshot of the buttons above the Fundraising Details tile - they are Edit, Add payment, Write off and Delete

JoAnn Strommen

LOL - no I don't. I have the other 3 options. I waited a bit to see if it would appear with time. It didn't so I deleted in db view before it got pulled onto anyone's reports.
Yes, I'm the db admin and have rights to delete.

JoAnn Strommen

To decided to test again this a.m. I am not blind nor new to RE. Yesterday only the 3 options were present. I distinctly remember thinking that's where the option should be. Today, 'delete' is present immediately after creating pledge.

Rachel Cavalier

That's really weird!

I wonder what's going on there. At the moment, for pledges that colleagues have entered in web view, the only place I can delete them is through web view and I've just had a look at a pledge that I tinkered with the schedule on and that one also has the delete button.

I do know that my colleagues have been reporting a bug trying to enter pledges in web view lately - "The required argument 'AccountToken' was not assigned a value on a child item of type 'Payments'.