Soft Credits
A soft credit is when a constituent makes a contribution, but another constituent, or multiple constituents, may have influenced, participated, or solicited...
Fri, 25 Apr, 2025 at 4:20 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 ...
Thu, 5 Jan, 2023 at 4:38 PM
If you need to enter an additional soft credit for another constituent, you can click on the “Add Soft Credit” button to the right of the Yes/No button. Thi...
Tue, 16 Mar, 2021 at 10:49 AM
If the constituent is not available in the drop down, you can add a new one by clicking on the “Add Constituent” icon at the top of the soft credit grid. On...
Tue, 19 Jul, 2022 at 11:59 AM
Yes, you can edit the information listed in the soft credit grid when you edit a transaction. Once you save the changes, you will see the updated data on al...
Tue, 19 Jul, 2022 at 12:00 PM
Yes, with "Show Soft Credits Only" selected from the Quick Queries menu under Soft Credits, you can click on the trash can icon on the right side ...
Fri, 25 Apr, 2025 at 4:21 PM
On the main Transactions Grid in the Transactions and Invoices Module, you will only see a row for the constituent that was the main contributor. You will n...
Tue, 19 Jul, 2022 at 12:21 PM
No, soft credits are not initially included in transaction calculations like Last Transaction Date, Cumulative Amount Received, etc. You do have the ab...
Tue, 19 Jul, 2022 at 12:26 PM