Specifying Pledge Contacts

You can associate one or more persons as points of contact for questions related to this pledge. This is particularly useful for Corporate pledges that may have multiple points of contact.

Follow these steps to add pledge contacts.

1. Open the Pledges record, if not already opened.
2. Click the Contacts tab.
3. Click the New icon in the toolbar to open a new Contacts record.
4. Enter a contact person in the Person field.
   • This links to the Persons service.
     
     
5. Enter a Contact Type.
   
   • This field links to the Pledge Contact Types service. See About the Pledge Contact Types Form.

   

6. Enter any additional information on the Comments tab.
7. Click OK to save and close the record.
8. Add additional Contacts as necessary.