I run an organization that takes pledges from members. I am looking for software that would allow members to login to their accounts; view past and outstanding pledges and pay online for any money that is owed. Does CiviCRM do this? Thank you for any assistance that you can offer.
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1 Answer
CiviPledges can be set up so that - a logged in contact can see their upcoming Pledges on their dashboard - a contribution page can be set up as a self-service payments page
I set one up on the Drupal demo site so it should be there for a few hours before it flushes.
Dashboard is here
Setting up a pledge is here
The self-service payment is here but will only show if 'demo' contact has a pledge set up
If you need to add a Pledge to contact called 'demo' you can do so here
Hope that helps you.
answered Apr 18, 2016 at 19:12
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Hi, Thank you for your help. I am having difficulty logging in to the demo account. I created a new account, but I cannot login. Commented Apr 18, 2016 at 23:58
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It generally says in a fairly obvious place to login using demo/demo - does that not show to you?– petednz - fuzion ♦Commented Apr 19, 2016 at 5:07
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1sorry i see my link didn't help. go here d46.demo.civicrm.org– petednz - fuzion ♦Commented Apr 19, 2016 at 5:08
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I created a demo account but the login did not work. I tried it several time without success. The error message is "The username cglassman has not been activated or is blocked". Commented Apr 19, 2016 at 20:18
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you don't need to create an account. just go to the link i gave you and enter demo as the user and demo as the password– petednz - fuzion ♦Commented Apr 20, 2016 at 0:22