Soft credit amounts in NXT
In the database view a board member who gives via United Way only shows his portion of the gift. In NXT the gift amount on his record is the entire gift from United Way. When including the soft credit column it shows all the donors that have soft credit rather than just his portion. This is very confusing for gift officers and needs to be addressed going forward so that the fundraiser knows that the donor gave $200 vs. $1000.
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Guest
- Dec 17 2018
Related ideas
This needs to be corrected ASAP I have MGOs that rely on giving and if a gift shows as $40,000 instead of $10 this is absolutely misleading. In addition, even the Gift export brings in the incorrect amount. The amount field needs to be the Amount to Credit to Constituent field that is available in DB View
My idea to this issue is to move the full amount of the gift into the gift-type column and the soft credit amount to the amount field. We have this same issue with few of our online donation sites. This needs to be updated so our officers are not confused.
I think there has been a slight improvement since this idea was posted, but it is still lacking. If we must see the total amount of the gift, it should be in parentheses. Maybe the soft credit indicator could be in the amount column instead of in the type column.
New to RE and hate the way it is. So used to only seeing the donor's actual amounts. This is going to cause lots of misquoted numbers for sure! I noticed another post from 2016 - so I guess nothing was done.
Elizabeth, I am having the same problem. We receive a lot of cash at our events, our fiscal department says I have to do the batch to match the night deposit of cash. We put the deposit in under anonymous and then soft credit the actual donors, however, it appears that the donor gave $9,485 instead of just the actual $200. It messes with the fundraisers trying to classify their donors and they tell me that they understand this problem, but no fix yet. I hope this idea takes off and we can get the fix we need.