Lapsed, Lapsing, and Lost Tags should include Soft Credits
The calculations to determine if a constituent is a lapsed, lapsing, or lost, should include soft credits. That is the primary reason why soft credits are used is to show they are not lapsed or lost. It goes against your goal of 'helping us focus on relationships that need attention." It renders the Needs Attention section useless to our fundraisers. Please, either fix this, or create a customizable option for your clients to choose for themselves to include soft credits or not.
-
Tina Wikner
- Feb 3 2016
- Shipped
-
Feb 24, 2017
Admin response
We shipped these improvements so it will now factor in soft credits for tags. Please let us know if you have feedback. Please note this does not include the analyze section which is looking at hard credits only at this time.
Related ideas
So are there plans to update or provide the option to include soft credits in the analyze section. We often generate lists from that section and to have conflicting information might prove confusing.
Attachments Open full size
We use soft credits heavily with the general rule that hard credit goes to whomever would get the tax receipt and the soft credit goes to the actual donor. For example, donor advised funds. The DAF gets the hard credit and the donor gets the soft credit. We haven't lost the donor, they just give via a Advised Fund. Similarly, we can't track if the DAF is lapsing because we have multiple donors using the same funds sometimes.
Attachments Open full size
I'd like to have an option to hide the "needs attention" section altogether. Please let me know if I should create a new "idea" for this.
Attachments Open full size
Preferably the last part...the more customized each db can be to the org, the better.
Attachments Open full size