Soft credit pledges in Outstanding Pledge pop-up in Batch

I would like to see soft-credited pledges show in the outstanding pledge window in batch so that I may either go to that constituent's record to pay it or load pledges from that constituent.

Currently the only way I'd know a spouse had the pledge on the main constituent's gift tab is ALT+CH and then going into the main constituent's record to see who the soft credit is from, and then entering their name instead (or loading pledges from them). It takes me twice the time to have to research every person who may have a spouse with a soft-credited pledge balance.

  • Guest
  • May 27 2014
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  • Guest commented
    March 18, 2016 00:31

    Can I give 300 votes? Can't believe this was not already here as an idea! It's a great one. Just dealt with exact situation with several spouses paying their spouses' pledges when both have constituent records and from their company. Am going to see if I can create a pop-up business rule with SC message.

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