Online Form (or Other Method) to Capture Pledges?
Hello. We are going to run a pledge campaign in the fall, but I haven't found a way to allow our potential donors to input their pledge amount in an online form and have that automatically create a journal transaction for their account. I've developed a work around using User Defined Fields, but this workaround doesn't actually create a pledge journal transaction nor does it look like like I can export the date in the User Defined Fields to a spreadsheet and then mass import them to create a pledge journal transaction. In fact, it doesn't look like I can mass import pledge information.
It doesn't seem logical that the only way to get a pledge entered into eTapestry is through manual entry one account at a time. I must be missing something.
Thanks!
It doesn't seem logical that the only way to get a pledge entered into eTapestry is through manual entry one account at a time. I must be missing something.
Thanks!
1
Comments
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Never found a workaround for this, which is a real negative for us with eTapestry. Still seems so basic to be able to capture someone's pledge online and have it feed into their journal entries. Instead, we capture the information in user defined fields and have a volunteer manually transfer the information from the user defined fields to a new pledge transaction for the account.
Robin1 -
Also need the ability to import pledges.0
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