My church does not enter any pledge information into Realm.
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Giving and Pledges
DiscussionGiving and Pledges
Does anyone have a good solution for mailing financial statements to a different address than the household/giver's address? We could handle this easily in ACS People, but now struggling with a Realm "workaround" solution provided by support. We need only the financials to be mailed to a different address; all other church mail needs to go to the household. Our best resolution so far is to keep a separate group or list. Ideas others have implemented?
QuestionGiving and Pledges
AnswerGiving and Pledges
Jeannie, here is a screenshot of how you can filter the pledges dashboard after you click on the gifts bar to just see givers without pledge. You click the filter icon (looks like a funnel) to get to this screen.