RD Migration STATUS
Finding Donations to DELETE - I think this task is complete.
This shot shows you how to set up the Tabular View Field Set and the Filter.
Missing Total Pledged
Set up in Apsona
Recurring Donors - No Total Pledged Amount
Missing Total Paid Amount = Lapsed or Paused?
Edit James Echols III $5,000 - Recurring | Salesforce
This says he has ONE planned installment, but it's supposed to be every year.
Since he has no payments since 2018, he's either Lapsed or Paused. But he's not Active.
All Pledgers without Payments = Lapsed
Tri Bui Nguyen
He made one donation of $1000. If you want to include him in the Recurring Donation category, create a Recurring Donation for him. My take is that he's made three individual donations to the Capital Campaign. Since they are basically a year apart...is this overfilling his pledge? Your Call.
His campaign member status is Pledger. If so, he needs a Recurring Donation Record. If not, he needs to be a Donor.
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