Default Soft Credits in Gift Batch
Much like being able to default honor/memorials or split gifts in batch, it would be handy to be able to default soft credits within them too. There doesn't seem to be an easy way to add the same soft credit within a batch to an entire group.
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Tim Hendrickson
- Oct 18 2018
- Reviewed: Voting Open
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Have soft credit as a field in batch
Merged Rather than just having to click an icon to soft credit, have it as a field in the batch - if you are trying to add a soft credit to multiple lines it is laborious.Reviewed: Voting Open
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Add soft credit as a field to add in batch template/set as default
Merged I often add batches of gifts where every gift has the same soft credit and I have to manually add it over and over again. As you are developing the batch template function for webview, PLEASE have soft credit as one of the fields which can be set ...Reviewed: Voting Open
Related ideas
I agree...please give us the option to set a default soft credit(s) so each constituent would automatically have a soft credit to the same org or individual. This would eliminate a lot of tedious, time consuming steps. An example would be an ACH distribution for multiple employees. If we could set up the batch soft credit column so each individual automatically has a soft credit to the same employer this would save so much time!
Thanks. Good to know, though it would be nice to see those in batch grid. It's a little confusing when all I see is a blank "soft credit" field during batch entry.
@Michele, just want to clarify that what you are asking for is possible today. If you are entering a gift and the constituent on that gift has a spouse where the checkbox is marked to automatically apply soft credits, those will happen immediately and without you needing to select anything. This idea item is for additional soft credit functionality specifically in the defaults area where we want to default a specific soft credit to every gift entered in batch.
In batch grid, the soft credit donor should default to the gift, if the donor has a relationship listed as "automatically soft credit this individual for gifts" in db view. We have a lot of spouse relationships and DAF relationships that automatically receive soft credit, and it really slows down the gift entry if we have to search and wait.