Soft Credits
A soft credits is when a constituent makes a contribution or purchase, but another constituent, or multiple constituents, may have influenced the transactio...
Tue, 19 Jul, 2022 at 11:40 AM
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 ...
Tue, 19 Jul, 2022 at 11:58 AM
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, go to the transaction to be edited and scroll over to the right of the soft credit grid. Click on the trash can icon on the far right side of the . Cli...
Tue, 19 Jul, 2022 at 12:01 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