Automatic soft credit merge during duplicate management

When merging duplicates with gifts, one currently must manually return to the gift record in database view in order to give soft credits. Those extra steps significantly slow the work of merging duplicates. Looking for a solution that applies a soft credit to spouses automatically when merged gift goes to HOH.

  • Remington Slone
  • Mar 4 2021
  • Reviewed: Voting Open
  • Attach files
  • Natalie Paczuski commented
    April 06, 2021 15:36

    100% agree! This is critical because it also affects end of year Giving Statements.