Ability to designate that spouse gets soft credit in NXT
When I add a new constituent, it is such a pain to have to go to database view to make sure that spouses automatically are soft credited for spouse gifts. It would be so much easier if that was a field we could enter in NXT.
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Susan Todaro
- Nov 29 2023
- Shipped
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- +69
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Automatically soft-credit spouse/Soft-credit relationships - NXT
Merged 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?Shipped
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Add Spouse Soft Credits to Gift Statements
Merged It would be helpful if gift statements in NXT included the soft credits for spouses, since most couples give together. -
Option to give soft credit to spouse for new gifts when merging duplicates
Merged Because the new NXT donation forms often create duplicate constituents, I'm finding that new gifts need to be manually soft credited to the spouse if the gift is from a new constituent record that's a duplicate. When a new online gift is in batch,...Shipped
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Create a setting in RE NXT or database to automatically soft credit gifts when a spouse is added
Merged Currently for each spousal relationship this has to be done manually. Create a setting where spouses can be automatically soft credited for their spouses gifts when added. Or make it an option when adding the spouse on the main page.Shipped
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automatic soft credit gifts of deceased constituent to surviving spouse
Merged In the database view, we have a business rule set that creates a record for a surviving spouse when a constituent is marked deceased. Part of that rule also automatically soft credits all gifts in the deceased constituent's record to the new survi...Shipped
Related ideas
Admin, this idea is not fully available in web view. You can mark the "Automatically soft credit this individual for gifts" box when adding a spouse relationship, but you can't perform the second part, which is to (optionally) soft credit previous gifts.
See also:
https://renxt.ideas.aha.io/ideas/RENXT-I-10252
https://renxt.ideas.aha.io/ideas/RENXT-I-6955
To add (though not directly related to deceased/surviving spouses): There is a function in database view to soft credit an upgraded spouse's record for all of the original spouse's historical gifts (On new spouse's record: Constituent -> Soft Credit for Spouse's Gifts). This is still not available in Webview though... please reassess, BB!
Shipped my patootie!
Yes!!! This is showing as Shipped but is NOT currently happening. The record is being created but the gifts are not brought over to the surviving spouse record. When can we expect this to actually work?
In database view, when a constituent is marked deceased and their non-constituent spouse is upgraded to a full constituent, there is an option to have all previous gifts automatically soft credited to the surviving spouse's record. It would be beyond helpful if this functionality is also included in NXT as soft crediting dozens or hundreds of gifts to a surviving spouse upgraded to full constituent is very time consuming.