View my pledges
The list of Pledges is your daily dashboard for the module: it aggregates all the commitments made by your donors, showing you who has paid, who still needs to be followed up with, and how much is missing to reach your goals.
Access the list
- 1
Open the Pledges module
In the left sidebar, click on Finance then Pledges.
The corresponding URL is
/app/promesses/list. - 2
Choose the status tab
By default, the All tab is displayed. Switch to To Collect (your workload: nothing received or partially paid), Covered (an automatic payment handles it), Paid, or Canceled. The counters add up: each pledge is in a single tab.
Understanding the columns of the table
The table fits on a screen without horizontal scrolling: each column states one thing, with secondary details written in small text below the main value.
| Column | Information displayed |
|---|---|
| Contact | Donor who made the pledge — link to their profile. Below: Followed up on … or Never followed up (last reminder, manual or automatic) |
| Status | To collect, Partially paid, Covered by automatic payment, Paid or Cancelled — see Understanding statuses |
| Occasion | Context (Tishri, Gala 2026, Shabbat Berechit…) |
| Label | Descriptive text (“Aliyah · Shabbat Berechit”). Below: the type (Aliyah, Hagbaha, Kiddush…) and created on … |
| Collected / pledged | “100 € / 360 €” with a progress bar (purple if covered by automatic payment) |
| Remaining to collect | What is still owed (in red; gray if covered by automatic payment) |
| What to do | Action required: Collect, Remind when appropriate, and the ⋮ menu for everything else |
The CSV export retains the detailed columns (date, type, promised amount, received amount, Last payment, last reminder).
KPIs at the top of the page
Above the table, Unisoft displays four indicators per currency:
| KPI | Description | Color |
|---|---|---|
| Total Pledges | Total amount pledged for the current selection | Cyan |
| Collected | Amount actually collected | Green |
| Remaining to Collect | What is still outstanding | Red |
| Pledges | Number of Pledges in the selection | Violet |
If you manage Pledges in multiple currencies (€, $, ₪, £), each currency has its own set of KPIs: no automatic conversion is performed to maintain accounting integrity.
The status tabs
| Tab | Color | Displayed Pledges |
|---|---|---|
| All | Blue | All Pledges in the selection |
| To Collect | Amber | Active, with an amount still to be collected: not received or partially paid |
| Covered | Indigo | An active subscription automatically pays them |
| Paid | Green | Nothing more needs to be collected |
| Canceled | Gray | Disabled by an administrator (can be reactivated) |
The four status tabs form a partition: their counters add up to give “Total”.
The number in parentheses next to the label indicates the number of Pledges in each tab for the current selection.
Search for a contact
To quickly find all the Pledges of a specific donor:
- 1
Open the Search area
At the top of the page, on the left, click on Search for a contact.
- 2
Type the name
Enter the first letters (for example, “Coh” for Cohen). Unisoft provides suggestions.
- 3
Select the contact
Click on the donor you want. The list is instantly filtered to show only their Pledges.
Switch between the four views
The Pledges module offers four complementary views, accessible from the view selector at the center of the bar:
| View | When to use it |
|---|---|
| All | View line by line, by default |
| Contacts | Group by donor — see all commitments from the same person |
| Occasions | Group by occasion — view the summary of a gala or celebration |
| Reminders | One donor per line, showing the amount still due, the last reminder, and the next automatic reminder — to resend reminders with one click |
👉 View grouped by contact • View grouped by occasion • Recontact a donor
Quick actions from a line
One line contains a single visible gesture and a menu ⋮ for the rest:
| Where | Action | Available if |
|---|---|---|
| Collect button | Opens payment entry with remaining amount pre-filled | Status is “To collect” or “Partially paid” |
| Remind button (orange) | Appears only when appropriate: payment due over 7 days, no reminder sent in 30 days | Same as above |
| ⋮ → View details and history | Sidebar: balance, deadline, timeline of events (creation, reminders, payments, cancellations) | Always |
| ⋮ → Remind via email | Summary with payment link | “To collect” or “Partially paid” |
| ⋮ → Copy payment link | Direct link (and QR code) to share with donor | Always |
| ⋮ → View payments | List of payments related to this pledge | Always |
| ⋮ → Modify / Cancel / Reactivate | Edit | Pledge not covered by automatic payment |
Check multiple rows: a “N Pledges selected” bar allows reminding their donors with just one click (one follow-up per donor). See Remind a donor.
The “Automatic Reminders” banner
Below the indicators, a banner indicates whether Unisoft reminds your donors on your behalf (green) or not (orange, button Activate). See Programming automatic reminders.
Global actions
Top right of the table:
| Button | Action |
|---|---|
| Record a Pledge | Three-step assistant — see Create a pledge |
| Menu ⋮ | Multiple pledges at once (burst mode), Automatic reminders, Export as CSV, Pledge statistics |
Advanced filters
The Filters button (top right of the search bar) opens a comprehensive panel that allows filtering Pledges by association, occasion, type, Booklet, amount, or date.
Organizing labels
Label management allows you to maintain the reference framework used for your Pledges. Use consistent labels, then filter and export the desired range. Canceled Pledges are excluded from the outstanding balance and the active overall export; use their dedicated view to locate them.