Add Soft Credits as gift details filter in First Gift, Last Gift, and Greatest Gift in Constituent List

In a Webview Constituent List, the filter for "Any Gift" and "Total Gifts" gives you the option to choose to include Soft Credits, however in the filter for "First Gift," "Last Gift," and "Greatest Gift," there does not appear to be an option to include Soft Credits. I would like a dynamic constituent list in Webview of first time donors with the option to exclude people if they were soft credited on a gift previously. These people appear on the list as "first time donors," but they already have a relationship with us and aren't truly first time donors, so sending a "welcome" email to them by accident using a workflow through email marketing, for example, would do more harm than good.

  • Amanda Mogridge
  • May 9 2023
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