This service stores the available match rules that can be applied to pledges to automatically create matching pledges.
Attachments Tab
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This field indicates how the match calculation should be performed. Options include:
- Percentage: The qualifying pledge is matched by the percent specified in the the Match Percent field field.
- Fixed Amount: The qualifying pledge is matched by the amount specified in the the Fixed Amount field field.
- Rule Table: The amount of a pledge match is calculated based on the ranges specified on the the Rule Ranges tab tab.
- Manual: This option indicates that users manually specify the amount of the match on the qualifying Pledges record prior to launching the Pledge Matching wizard.
- Object: This option is reserved for future use.
Pledge Minimum
The minimum pledge amount that qualifies for matching. Note that this field is expressed in the currency type of the match rule.
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If the Calculation Type is set to Rule Table, this tab specifies the amount to match based on the pledge's value. See See About the Rule Ranges Form.