thankQ Help

Under the Admin menu option on Pledges and Regular Giving a spreadsheet with Pledge Id’s and their change of status can be imported to update Active and On Hold pledges.

Active pledges can be updated so the status is changed to either On Hold or Written Down.

On Hold pledges can be set as Written Down.

You may have exported a list of pledges to a spreadsheet and either outsourced a company to call these people to discuss their ongoing giving or someone in your organisation may have been set this task.

On discussion with these people some of them may have indicated that they no longer wish to keep giving so you now have a list of pledges that you need to write down. Instead of going to each pledge to write it down you can import this information from a spreadsheet directly into Pledges and Regular Giving.

If you had the Pledge Id’s in a spreadsheet you could also use Active Excel Data under Search to open those pledges from the spreadsheet into the Pledges and Regular form and then use the Admin feature to Write the pledges down. If you use this you can only use the one reason. Using the import you can have a different reason for each written down pledge.

If you have a list of pledges where the pledge had been written down but upon further discussion they wish to reactivate it or some people may either increase or decrease their amounts and then some other people have changed their credit card or bank details you can import all this information by way of Data Import. Instructions are under the Data Import folder of Help titled “Update Pledges via Import”.