Add business rule to uncheck the automatically soft credit this individual for gifts
We do not automatically soft-credit spouses for gifts. So, when creating a lot of spousal relationships, having to go to the Bio 2 tab on each relationship to uncheck that box creates extra steps. Also, staff sometimes forget, leading to bad data. Having a business rule to allow organizations to disable that checked box would be really helpful.
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Guest
- Feb 26 2014
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Not only are we unable to prevent RE from auto-soft-crediting spouses, there's no way to globally delete soft-credited gifts. We have to manually uncheck "Auto soft credit this relationship" on two records, and then we can't globally clean up the damage caused by that checkbox. Blackbaud - please fix both of these issues!!!
We also do not soft-credit spouses for gifts. The lack of this business rule has caused days of wasted effort for me in unchecking the box on the relationship tab of spousal records. KB solution #568803 is very helpful in removing the soft credits from gifts - but I still need to go into each spousal record and uncheck the box.
I agree 1,000%. This should easily be something offered in Configuration. It's a larger waster of time, because you can't even uncheck the option on the first relationship screen between the two spouses, but have to click on the General 2 tab to find that option - too many clicks in busy development offices.
This might be a good place to have a "yes/no/ask" option in a business rule so that when a spouse is added, a pop up would ask if the spouse should be soft-credited.
Please Blackbaud, this needs to be an option, not a default. Automatic soft crediting is causing us all sorts of problems.
We have several hundreds of alumni who are married and wish to receive their mail jointly. We use a linked spouse relationship to record this. However, this doesn't mean that they wish to be automatically credited for each others gifts, and we've had complaints in the past from some donors because this has happened (i.e. they made a donation but then their spouse also received credit for no reason). Having this checkbox hidden away means that we already thousands of faulty soft-credits in our gift history, and the inability to turn it off continues to make this difficult to manage going forward.
All we need is to the option to switch it off as default on our version of the database. Then we would only tick it if and when we are informed by a donor that their gift is joint. Any alternative system is an administrative nightmare for us, e.g. expecting all staff to remember the extra step to untick this hidden box at the point of linking the records. It seems like it should be very simple and would make a huge difference for improving our donor acknowledgement and relationship with our donors.