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Pledge Tracking

Last post 05-30-2024 7:20 AM by Method_Inderdeep. 1 replies.
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  • 05-15-2024 10:24 AM

    • lloy0076
    • Not Ranked
    • Joined on 05-15-2024
    • Canton
    • Posts 1

    Pledge Tracking

    It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field.

    We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly.

    Has anyone already done this, or are there any online resources/guides for how to do it?

    David Lloyd
  • 05-30-2024 7:20 AM In reply to

    Re: Pledge Tracking

    Hi lloy0076,

    Welcome to Method Community!

    Pledge tracking is indeed not a built-in feature. However, Method is fully customizable, and we can certainly help you achieve this functionality. Our professional services team can assist you in building a custom solution for pledge tracking. This session can also serve as a learning opportunity, where you can gain insights from our experts on how to set this up and enhance it in the future.

    If you're interested in proceeding with this customization, please feel free to reach out to us. We are more than happy to help you with your needs.


    Method Support Team

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