View the details of a pledge
The detail panel of a pledge gives you a complete and contextualized view of a commitment: who committed, how much they paid so far, what remains to fulfill, and all possible actions. It is the screen to favor to investigate a specific pledge.
Open the detail panel
- 1
Locate the pledge
In the list (from
/app/promesses/list), find the row of the pledge concerned — if needed via the contact search or the advanced filters. - 2
Click the Visibility icon
To the right of the row, click the eye icon (Visibility). A side panel opens from the right of the screen.
Information displayed
The panel presents all the data of the pledge, organized in blocks:
Header
- Reason of the pledge (e.g., "3rd aliyah Shabbat Berechit")
- Status (Pending / In progress / Settled / Canceled) with its color
- Active subscription indicator if the pledge is covered by an automatic direct debit
Contact block
- Last and first name of the donor
- Email and phone (if filled)
- Direct link to the contact profile
Commitment block
| Information | Detail |
|---|---|
| Occasion | Context (Rosh Hashana, Gala 2026, etc.) |
| Type | Free-form classification (Aliyah, Hagbaha…) |
| Occasion date | Date associated with the pledge |
| Creation date | When the pledge was recorded in Unisoft |
| Association | Linked legal entity |
| Booklet / Campaign | Budgetary destination (optional) |
Balances block
Three counters updated in real time:
| Counter | Description |
|---|---|
| Amount | Total pledged (never changes except on edit) |
| Paid | Sum of payments received for this pledge |
| Remaining | Balance still to fulfill |
If the pledge is paid in full (remaining = 0), a Settled badge appears.
Linked payments block
The list of all payments that have fulfilled the pledge:
| Column | Information |
|---|---|
| Date | Payment date |
| Amount | Sum paid for this specific pledge (can be less than the total amount of the payment if multi-pledge) |
| Method | Card, check, cash, transfer, direct debit |
| Source | Online, manual, kiosk… |
| Tax receipt | Indicates whether a receipt was issued |
Each row links to the payment detail corresponding.
Actions available from the panel
Depending on the status of the pledge, several actions are offered:
| Action | Available if | Description |
|---|---|---|
| Record a payment | Remaining balance > 0, no active subscription | Opens the modal to enter a new payment assigned to this pledge |
| Copy the payment link | Always | Generates a direct link to send to the donor — see Copy a payment link |
| View all payments | Always | Opens /app/paiements/list filtered on the pledge |
| Send a reminder | Balance > 0, no active subscription | SMS or Email — see Send a manual reminder |
| Edit | Active pledge, no subscription | Opens the edit modal |
| Cancel | Active pledge, no subscription | Disables the pledge (soft delete) |
When to use the detail panel?
The panel is the right entry point when you want to:
- Check the state of a pledge before a meeting with the donor
- Understand the history of a partially fulfilled pledge
- Spot a missing payment between two expected installments
- Launch a targeted action (reminder, payment, edit) with full context in front of you
Limitations
- The panel does not allow inline editing of fields: to edit, click Edit to open the full modal.
- If the pledge has many payments (typically a monthly subscription over several years), the list can be long. Use the CSV export of payments from
/app/paiements/listfor an exhaustive view.