View grouped by contact
The Contacts view is an alternative to the row-by-row view: instead of displaying each pledge separately, Unisoft aggregates all the pledges of the same donor onto a single row, with totals. It is the view to favor for a 360° look at a person's commitment.
When to use the Contacts view?
| Situation | Contacts view useful? |
|---|---|
| Prepare a meeting with a donor | ✅ Yes — complete view of their commitments |
| Identify the major recurring contributors | ✅ Yes — cumulative totals per person |
| Sort donors by remaining balance | ✅ Yes — follow-up prioritization |
| See a specific pledge in detail | ❌ Prefer the All view |
| Review an event | ❌ Prefer the Occasions view |
Enable the Contacts view
- 1
Open the Pledges module
Sidebar → Finance → Pledges (
/app/promesses/list). - 2
Switch the view
At the top right, in the view selector, click Contacts (user icon).
The list refreshes: instead of seeing one row per pledge, you see one row per donor.
What the view displays
Each row represents a donor with:
| Column | Information |
|---|---|
| Contact | Last and first name — link to the profile |
| Number of pledges | Total count for this donor |
| Total pledged amount | Sum of all their commitments |
| Paid | Sum actually paid |
| Remaining | Balance still to fulfill |
| Currency | Currency used (if multi-currency, one row per currency) |
The global KPIs at the top of the page remain identical to the All view: they reflect the total sum, not the per-contact aggregation.
Open a contact's detail
Click the donor's name in the list to open their complete list of pledges (detailed view filtered on this contact).
You can then:
- View the detail of each pledge
- Perform the usual actions (edit, cancel, assign a payment, send a reminder)
- Compare commitments made on different occasions
Combine with filters
The Contacts view works with all the filters available (Filter my pledges):
| Question | Filters + view |
|---|---|
| Top donors of the 2026 gala | Filter Occasions → Gala 2026 + Contacts view (sort by Total amount) |
| Small donors with pending pledges | Tab Pending + Filter Amount max 100 + Contacts view |
| Recurring donors by campaign | Filter Booklet → Campaign X + Contacts view |
Typical use case: prepare a meeting
You have an appointment tomorrow with David Cohen, a major historical donor. You want to prepare for the meeting.
- 1
Search by contact
Type "Cohen" in the search bar, select David Cohen.
- 2
Switch to Contacts view
You see immediately: 5 pledges, €8,700 pledged in total, €5,200 paid, €3,500 remaining.
- 3
Open the detail
Click on David's name to see each of his pledges (gala 2024, gala 2025, Rosh Hashana, etc.).
- 4
Prepare your talking points
You arrive at the meeting with a complete overview, ready to discuss each commitment.
Difference with the Contact profile
| Aspect | Contacts view (Pledges module) | Contact profile (Contacts module) |
|---|---|---|
| Scope | Pledges only | Pledges + payments + addresses + emails + tags… |
| Granularity | Totals per donor | Full relational history |
| Action from this view | Centered on pledges | Whole contact relationship |
| To favor for | Financial analysis of commitments | Global knowledge of the contact |
Go further
- View grouped by occasion — the alternative for events
- View my pledges (All view)
- Contacts module — complete profile of a donor