How do I enter a soft credit?
Created by: Support Team
Modified on: Thu, 5 Jan, 2023 at 4:38 PM
When entering or editing a transaction, set the Soft Credit button to “YES.” Select the constituent that is receiving the soft credit along with the amount that should be attributed to that constituent. To add a new row to the soft credit grid (if more than one constituent is receiving soft credit), click on the “Add Soft Credit” button that is below the Soft Credit button.
To delete a row on the soft credit grid, click on the trashcan icon in the last column on the grid for the row that you would like to remove. If you need to give soft credit to a constituent that is not yet in AssociationSphere, you can click on the “Add Constituent” button that is under the Soft Credit button. Once you enter the constituent information, they will be available in the dropdown box in the new row under the Constituent column.
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