Allow a Soft Credit to be added in Web view after a gift is saved in the system.

I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and add the soft credit.

  • Guest
  • Aug 20 2024
Gifts
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  • Guest commented
    30 Aug 19:49

    This would be really helpful as other have shared for: staff, volunteers, honored guests, speakers, spouses of staff, etc. etc. Anyone who is attending who is not being charged. It gives us an accurate count and attendees all in one location.

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  • Rachel Cavalier commented
    21 Aug 12:52

    I would love for this to be consistent in web view because sometimes we can add a soft credit to a gift already on someone's record and other times we cannot.

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