Automatically soft-credit spouse/Soft-credit relationships - NXT

I noticed that my RE rule to automatically check the "soft credit this spouse" does not work in NXT and also that there is no option to enable that in NXT for spouse's, individuals and organizations.  Will this be added soon?

  • Cammi Derr
  • Feb 14 2019
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  • Carrie Aranda commented
    February 10, 2022 16:44

    This really needs to be addressed soon. Our fundraisers are working exclusively in NXT and they enter in constituents and spouses since they have the information. We currently don't have a data entry/database person, so having me enter the information is not possible. I am currently having to backtrack on several records to make sure spouses are being soft-credited. It is defeating the purpose of having NXT when these types of things are not yet addressed.

  • Brittany O'Dowd commented
    September 03, 2020 18:59

    Wow. We are going live right now and I am writing our policies...I can't believe this isn't automatic. I am going to be constantly getting notified that people need me to help set up spouses because they won't be using database view.

  • Aly Luce commented
    November 28, 2019 21:13

    Please add this feature as soon as possible. It kind of defeats the purpose of having a mobile platform, if it generates non consistent coding or even dirty data, or it ends up creating additional admin work from fundraisers notifying the database manager of things that need to be fixed in DB view.

  • Karen Diener commented
    March 27, 2019 12:47

    This is really important, and the lack of functionality is adding another task to people who manage the database.  Although it is something that can be fixed through a pretty straightforward global change, it isn't furthering the goal of NXT making things more efficient.