Overdue Pledge Tag Include Soft Credit

Idea Bank '182' apparently accounted for soft credits with tags of 'lapsing', 'lost', etc. But we need soft credits to also apply to the "Overdue Pledge" tag when a constituent gets marked deceased. Otherwise we have to move the pledge hard credit to the surviving spouse for the pledge to appear for our field officers review.

  • Matt Haynes
  • Oct 10 2023
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