Searching Pledges

In Engage, an account can search for any existing pledge via:

• A quick search box available in the header allowing you to quickly search for a pledge by reference.

• A dedicated advanced search screen for advanced searches, such as recent donations given to a pledge, which account created a pledge or with more complex criteria.

This article will cover all details regarding searching pledges created by different accounts.

Using Global Search

1. On the Engage dashboard, click the quick search box in the header. If the search scope is not already set to Pledges, change this from the dropdown on the right.

2. Input the search query and select the desired search result. For example, type the reference of a pledge.

Important

• You can either search by the primary reference assigned to a pledge or any secondary references for e.g. skipping the PL prefix in the reference number and name of the pledge.
• If no results are found for a certain search input, then it could be because the pledge does not exist, or it might have been deleted.

Using Advanced Search

The advanced search function is a detailed search option that allows you to search for any existing pledge created on specific dates, for a specific donated sum of money, or through a specific account.

The advanced search screen is made up of a Filters panel on the left which you can collapse, and a results panel on the right.

1. On the Engage dashboard, click the Search button next to Create. Choose the type of search you wish to perform, in this case, Pledges.

tip

You can also click Search Pledges in the quick navigation section of the Giving dashboard to search for pledges via the advanced option.

2. In the Filters panel, modify the search by specifying input parameters accordingly. For example, you can specify any keyword to view a specific pledge, enter account information or input the pledge date, e.g. today or this week.

Click the "+" icon next to:

• Account and search via reference or name of the account that created a pledge or tick mark anonymous to view an anonymous pledge.
• Information and search via reference, name, Total sum of money donated to a pledge, Status or Source.
• Date and input the "from" and "to" dates in the Created parameter. The dates are relative to the time the user has set on their account.

3. Click the Search button and the results are loaded one page at a time on the right. Use a Load More button at the bottom of the result list to get further results.

tip

• If you wish to remove the search input for all parameters and start all over again, use the Reset All option.
• If you need a list of all the accounts(donors) that made donations in the form of pledges, in specific months, etc. use the lists function.