thankQ Help

The following searches are available to help locate Pledges.

Search - Allows a standard yellow box search of the pledge form.

Show All - Displays all Pledge records.

Closed Pledges Only - Displays all pledges with the status of 'Closed'.

Active Pledges Only (default) - Displays all pledges with the status of 'Active'. Default status of the pledge form when it is first opened.

Written Down Pledges Only - Displays all pledges with the status of 'Written Down'.

On Hold Pledges Only - Displays all pledges with the status of 'On Hold'.

Refusals Only - Displays all pledges with the status of 'Refused'.

My Pledges Only - Displays all pledges that have been created by the currently logged in user.

Active Pledges with Expired Credit Cards and Active Pledges with Credit Cards that will Expire in n months’ time - see here for further clarification on how these search options work - Maintain Pledge Credit Card Details

 

Active Pledges with Outstanding Instalments Due within Date Range for Selected Sources - Allows you to select a date range for instalment due dates and to select the pledge sources. Pledges that have an instalment due within that selected date range and with those source codes will appear in the search.

Active Pledges with Payment Type x and y Written Down Instalments - Allows you to select the Payment Type of the Pledge and to type the number of Written Down Instalments and finds any pledges matching that criteria.

Active Pledges with an Invalid or Missing Source/Destination Allocation - Any pledges where Source/Destination is missing or where the Source/Destination does not match what is in the Source/Destination forms will be displayed in this search.

Active Pledges - Specify Source, Period, Date and Payment Status - Allows you to select the Pledge Source Code, how long ago the Pledge had started (ranging from 1 to 24 months) from a selected Date. You may choose to include or not include Overdue payments. Any pledges matching that criteria will be then be displayed.

Pledges with Duplicate BSB and Account Number - Finds all pledges where both the BSB and Account number are duplicated. You can choose which pledge status to include.

Pledges on Reactivation Tracker List - Displays all pledges where On Reactivation Tracker List is set to Yes.

Pledges with Reactivation Next Follow Up in N Days - Displays all pledges where Next Follow Up date is within the specified number of days:

Pledges Updated by Selected Data Imports and Results - Allows you to select a date range and a list of imports within that date range. Any pledges created by those imports will be displayed. Note this does not search for EDI Imports.

Select Active Excel Data - Any rows that you have highlighted in Excel which contain either Serial Numbers or Pledge IDs (you may choose which) will be displayed in the Pledge Form.

Select Active Excel Transaction ID - Set Reactivation - Any Pledge IDs you select can have a default Reactivation Stage set, along with the Reactivation Round and Default Follow Up Date.

Select Serial Numbers From Clipboard - Will search for the Serial Numbers that you have copied into the clipboard.

Select Pledge IDs From Clipboard - Will search for the Pledge IDs that you have copied into the clipboard.