Default setting for automatic soft credits for spouses

It would be really useful for there to be a web view business rule setting that pre-ticked the "Automatically soft credit this individual for gifts" box, when the "is the spouse" box is ticked.

In database view, this is ticked automatically if you press the spouse button to add a spouse.

  • Rachel Cavalier
  • Jan 15 2026
  • Reviewed: Voting Open
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  • Stephanie A commented
    10 Feb 21:42

    And on BOTH accounts. Right now you have to manually check it in web view within each account's relationship to have it go both ways