Add a user option or filter to exclude soft credits from Gifts tab

In cases where constituents have a lot of recurring gifts, having soft credits displayed makes it difficult to work with the Gifts tab.  The soft credits are needed for data selection (to count both spouses gifts, for example) but some users prefer not to have them displayed.  In fact, they are requesting that we not apply soft credits.  This will create significant work to make sure couples are treated appropriately in data selections.

  • Guest
  • Aug 24 2016
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  • Guest commented
    August 26, 2016 19:46

    You could set all the recurring gift SC to display in say a light gray so other gifts are more visible.