Donations to allocate and items to review
When an online general donation is received from someone with an open or partially paid pledge in the same association, Unisoft notifies the manager and displays Donations to allocate. Open the review to either Allocate to pledges, using automatic distribution across the oldest open pledges, or confirm that it is a General donation.
Payments entered manually and recurring-subscription instalments do not trigger this suggestion.
Items to review
The pledges list only displays this area when action is useful:
| Item | Suggested action |
|---|---|
| Dormant | Follow up or cancel pledges open over 180 days, with no payment and no reminder for 90 days |
| Overdue | Follow up or cancel after the agreed due date |
| Likely duplicates | Review same donor, amount, and occasion within 30 days, then cancel the newer duplicate if appropriate |
| Occasions to merge | Choose one spelling and merge variants that only differ by case, accents, or spaces |
| No email or phone | Open the contact record and complete their details |
Unisoft never merges different years such as “Tishri 5786” and “Tishri 5787.” Every allocation, cancellation, and merge remains a decision for your team.
See Allocate a payment to a pledge, send a manual reminder, and group by occasion.