* We would like to thank Cru for providing this article from their help library. This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *
This table tracks and lists all contacts (by initials, not personal identifiable information) with a status of Partner - Financial who have not given. Each contact with an Outstanding Recurring Commitment will have a row reflecting their initials, Frequency of Commitment pledged, number of days past the expected “Commitment Start Date”, and the amount pledged in the currency noted.
This report is populated automatically and is updated every 24 hours.*
*A person being coached can update contact information about expected giving by:
- Finding the Contact in question.
- Check the “Commitment Received” field. (Only partners who are marked “Commitment Received - No” will appear on this report).
- Add or Update the “Commitment Start Date” field (Only partners who are marked as having a “Commitment Start Date” in the past will show up on this report).