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Pledges (cobalt_pledge)

pledges.png

General Tab

  • Pledge Number - This field should auto-populate with an ID once the record is saved for the first time.
  • Amount - Amount pledged.
  • Contact - Lookup field to an existing contact or where a new contact can be created.
  • AccountLookup field to an existing account or where a new account can be created.
  • Fund - Lookup field to an existing fund or where a new fund can be created.

Note that either a contact or an account must be chosen to be able to save this record.

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