Soft Credit gifts should not be pulled into the Retention Dashboard's LYBUNT list.

When viewing the Retention Dashboard's LYBUNT's list, 3 of our recent donors populated. Come to find out their gifts were made by soft-credit and they are still populating as a LYBUNT even though the are in fact a recent donor (within a few days of viewing the report). As this report and subsequent list currently function, it's not an actually accurate LYBUNT list.

  • Guest
  • Jun 10 2022
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