Viewing pledge adjustments in the Customer Portfolio

You can view adjustments to pledges in the Donor History Detail window, accessible from the Donor History sub-tab of the Fundraising history tab. When you view pledge adjustments through the Donor History Detail window, you can see the date and total amount of the adjustment, and the items to which it was applied.

Note: You can also look for SALES activities in the Activities-All tab. A SALES activity is created for each line item of a pledge credit memo.

To view a customer's SALES activities

1. FInd the customer record using the Customer Portfolio.
2. Select the Activities - All tab.
3. Select SALES from the drop-down list displayed on the right side of the Activities - All tab.
4. Double-click a line item to display the detailed information for the line item on the Activity Detail window.