Soft Credit pledges do not pull in the fund information in batch grid

When a soft credit payment is applied to a donor’s pledge, the associated fund information does not populate in the batch grid. As a result, the gift processing administrator must spend additional time searching for and manually entering the missing details. If the payment is linked to an existing pledge, the fund information should automatically populate in the batch grid to improve efficiency and reduce manual effort.

  • Dianna Rhoads
  • Mar 4 2026
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