How do I see a donor’s ask, ask notes, and open pledges in the app?
From the donor's profile, if you need to see a donor's ask, ask notes, and open pledges, you will want to scroll down to the Activity section and select the Ask tab.
The next screen will display the ask, ask notes, and the last pledge that donor made. The last pledge will include the amount, date and the amount remaining needed to fulfill the pledge. Some other key information you can view in the Ask section include contribution stats for the current cycle and all time, left to max, average contribution, total number of contributions, earliest contribution, largest contribution, and last contribution. All of this information is coming directly from your CRM in real time.