How do I filter my contacts to see open pledges?
To view contacts with open pledges, you will need to follow the below steps:
1. Go to the Contacts tab in your CRM and select Add Filter.
2. Select Pledges from the Add Filter drop down.
3. You can search contacts that have pledged or have not pledged with criteria like Amount, Date, Commitment, Status, Source Code and Notes. To see your open pledges, you would want to select the status option and select Open.
4. Select Apply Filter to see your results.