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.
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Guest
- Aug 20 2024
- Planned
Related ideas
Would also love to be able to bulk soft credit past gifts to spouses like you can do in Database view.
We are making sure previous gift are correct and I can't go back and add soft credit to old gifts that were approved in batches
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.
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.