Enhanced Soft Credit Visibility

Currently, automatic soft-credit settings are only visible when reviewing or editing the relationship itself. The requested enhancement is to surface this information directly on the constituent record through a visual indicator, summary, or relationship display showing:

  • Whether automatic soft credits are configured.

  • Which constituent(s) receive the automatic soft credits.

  • The relationship type generating the credit.

  • Optionally, whether soft credits on gifts were created automatically or manually.

  • Jon Gillenwater
  • Sep 25 2026
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