In Raisers Edge Batch Entry, add a pop up for soft credits.

When a constituent's donation is entered, the data entry staff needs to research each constituent to see if another constituent or organization needs to be soft credited. Similar to selecting "Gave" for a specific appeal, it would be nice if there was a pop up of soft credit history that poses the question if the gift should be soft credited to the historical soft credit constituent.

  • Guest
  • Dec 18 2018
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  • Guest commented
    December 27, 2018 17:14

    Create a business rule to tell you. Very helpful.