Commit 157696ae authored by Deuce.Brandt's avatar Deuce.Brandt
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Update what-you-need-to-know.md On line 4 updated the instructions to reflect...

Update what-you-need-to-know.md On line 4 updated the instructions to reflect what is seen in screen shot. 

On line 8 "New Pledge" is capitalized to match the UI. Consider updating the screen shot on line 44 as the UI looks different than what is shown in the documentation. At least it does in my Joomla version of CiviCRM.

On line 10 "Contribution Form" is capitalized as a named component in UI.

On line 11 "Contributions" capitalized as a part of the UI.

On line 15 added **Pledge by* as the UI section .

On line 23 "Made" capitalized to match UI.

On line 24 "Start" capitalized to match UI.

On line 28 "Date" capitalized to match UI.

On line 31 "Donation and Event Fee" capitalized to match UI.

On line 33 "Pledge and Campaign" capitalized to match UI.

On line 36 "Contribution Form" capitalized as a UI component.

On line 38 "Honoree" capitalized as a UI type.

On line 49 "Payments Page" is capitalized to match the UI.

On line 64 "New Pledge" is capitalized as it is a UI funtion.

On line 68 "Initial Reminder" is capitalized to match the UI.

On line 75 "Service Payments" the UI displays this as "Self-service Payments Page" So the following documentation changes were made to follow that.

On line 78 "Contribution Page, Payment Processor" were capitalized as UI and Financial types.

On line 79 "Contribution Page, and Self" was capitalized.

On line 80 "Payment Page and New Pledge" was capitalized to match UI.

On line 86 "Pledges" capitalized. Also added "Pledger" to match UI. "Name, and Email Address" capitalized to match UI.

On line 87 "Pledges and Payment Start Date" were capitalized to match UI.

On lines 88 "Pledge Status, Honoree" were capitalized to match UI.

On line 89 "Pledges, View, Edit, and Delete" were capitalized to match UI.

On line 91 added or 'Pending' as that is what the current UI says. "Status and Cancel" were capitalized to match UI.

On line 92 "Pledge" was capitalized.

On lines 98 and 99 "Pledges" were capitalized.

Also consider updating the image from line 103 there is now a Pledge Reports menu item in the UI. This is a what looks like a new feature.
parent 42daac7a
# What you need to know
Before using CiviPledge, you must enable it for your installation, if
you have not done so already. Go to **Administer > System Settings > Enable CiviCRM Components**, and move CiviPledge into the
box on the right to enable it.
you have not done so already. Go to **Administer > System Settings > Enable CiviCRM Components**, and click the checkbox CiviPledge and click **Save** to enable it.
## New Pledges
To create a new pledge on behalf of a constituent, navigate to
To create a New Pledge on behalf of a constituent, navigate to
**Contributions** > **Pledges** > **New Pledge** (note that an
individual may do this themselves through an online contribution form;
see the [contributions](../contributions/what-is-civicontribute.md) section).
see the [Contributions](../contributions/what-is-civicontribute.md) section).
The options available are as follows:
- **Select contact**: type the name of an existing contact, or create
- **Pledge by** **Select contact**: type the name of an existing contact, or create
a new one before setting up the pledge (a new window will open)
- **Total pledge amount**: enter the total amount to be donated
- **Total Pledge Amount**: enter the total amount to be donated
- **To be paid in**: specify the number of instalments and time period
for payment, if greater than one
- **Payments are due on the**: choose the day on which a payment is
due during that instalment cycle (e.g. the second day of the
week/month/year)
- **Pledge made**: select the date on which the pledge was promised
- **Payments start**: set the date the scheduled payments will start
- **Pledge Made**: select the date on which the pledge was promised
- **Payments Start**: set the date the scheduled payments will start
- **Send Acknowledgment?**: if outgoing mail is configured, and an
email address is available for that contact, check this box to send
a notification email
- **Acknowledgement date**: the date the individual was notified of
- **Acknowledgement Date**: the date the individual was notified of
the pledge's creation (automatically populated if an email was sent)
- **Financial Type**: choose the Financial Type of the contribution
(e.g. donation or event fee) to denote what the pledged money is
(e.g. Donation or Event Fee) to denote what the pledged money is
meant for
- **Campaign**: if available, you may assign the pledge to a campaign
- **Campaign**: if available, you may assign the Pledge to a Campaign
if the money is intended to go towards that fundraising effort
- **Self-service payments page**: give donors the ability to make a
payment online by selecting an online contribution form to collect
- **Self-service Payments Page**: give donors the ability to make a
payment online by selecting an online Contribution Form to collect
the money through
- **Honoree information**: you may also enter honoree information if
- **Honoree information**: you may also enter Honoree information if
the individual elects to dedicate the pledge to someone, and set
payment reminders
......@@ -62,10 +61,10 @@ In order for reminders to be sent:
Not Email" flag checked).
Once these pre-requisites have been met, you can choose the payment
reminder schedule for an individual when creating a new pledge. The
reminder schedule for an individual when creating a New Pledge. The
settings are:
- **Send initial reminder**: enter the number of days, prior to the
- **Send Initial Reminder**: enter the number of days, prior to the
payment date, that a reminder will be sent
- **Send up to**: specify the maximum number of reminders an
individual will receive for one scheduled payment
......@@ -73,30 +72,30 @@ settings are:
reminders, by the number of days, e.g. 5 days before the next
reminder is sent.
## Self service payments
## Self Service Payments
A donor can be given the option to make a scheduled payment online if a
contribution page (with payment processor) has been created. To do this,
select a contribution page from the drop-down menu 'self-service
payments page' when creating a new pledge. If reminders have been
Contribution Page (with Payment Processor) has been created. To do this,
select a Contribution Page from the drop-down menu 'Self-service
Payments Page' when creating a New Pledge. If reminders have been
enabled for the pledge, a link to this page will be included in the body
of the emails.
## Finding Pledges
To search for existing pledges, go to: **Contributions > Pledges > Find Pledges**. You may search by name, email address, or any
discrete feature of the pledges themselves (e.g. payment start date,
pledge status and honoree information). The search results page will
display a summary of the pledges found, and view, edit and delete
To search for existing Pledges, go to: **Contributions > Pledges > Find Pledges**. You may search by Pledger Name, Email Address, or any
discrete feature of the Pledges themselves (e.g. Payment Start Date,
Pledge Status and Honoree information). The search results page will
display a summary of the Pledges found, and View, Edit and Delete
options are available for each record at the end of the rows. If the
status of a pledge is 'in progress', there is also an option to cancel
the pledge.
Status of a Pledge is 'in progress' or 'Pending', there is also an option to Cancel
the Pledge.
![image](../img/pledge_menu.png)
## Dashboard
You can view a list of recent pledges and a summary table of pledges
You can view a list of recent Pledges and a summary table of Pledges
recorded over the current month and past year on the pledges dashboard.
This can be reached through the Contributions menu: **Contributions >
Pledges > Dashboard**.
......
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