Option to add soft credit to historic gifts when a spouse record is promoted to a constituent record.
We have accounts where the spouse record is converted to a constituent, but they are not soft credited on historic giving.
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Caitlin Schwanda
- Jul 9 2024
- Reviewed: Voting Open
Related ideas
Also, sometimes we discover that two individuals are actually married. Being able to just click "soft credit for spouse's gifts" is a massive time saver!
Can be done in database view, and needs to be possible in web.