Soft Credit Actions

When a fundraiser meets with multiple prospects for an opportunity, it would be useful to link the action/contact report to multiple constituents.  Needed especially for Households and Family groups- i.e.: met with Father, Mother and Daughter about a Family gift, need to know about the meeting from any of their records without duplicating actions or counts.

  • Deleted User
  • Nov 6 2017
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    • Jeannie Goings commented
      September 28, 2020 18:48

      @Sarah Getgood -- Indeed, this is something that thankQ does much better than RE. The ability to see the last interaction with a member of a household without having to open each member's record. Soft credit actions will improve efficiencies across the board.

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    • Bridget Everts commented
      August 19, 2019 16:03

      PLEASE!! I have to enter the same action notes so many times because of all the group meetings!

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    • Sarah Getgood commented
      July 16, 2019 11:21

      This feature is one of the few that other software like thankQ does much, much better than RE - i want all my corporate partners to have their actions soft creditable!

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    • Sunshine Reinken Watson commented
      January 15, 2019 23:08

      Please consider this!

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    • Peter Folkert commented
      April 03, 2018 21:19

      I agree with this. Our Gift Officers meet with families for a family ask. Would love to see functionality around assigning an action to multiple constituents.

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