Soft credit gift entry

5 votes

There is no option to enter soft credit recipient in gift entry record. Informed that I have to enter duplicate gifts, one for DAF and one on individual soft credit record. In RE, can click on soft credit detail in DAF entry, then search for constituent and credit them.

Done Suggested by: Bernie Fitzsimmons (05 Oct, '23) • Upvoted: 29 May, '24 • Comments: 2

Comments: 2

08 Jul, '24
George R
it;s a great idea. There's really only one gift, and we should be able to indicate who gets the soft credit on the first gift entry.
08 Jul, '24
Carolyn Koesterman Admin
Thank you for your suggestion. A link soft credit gift may now be created from the main gift entry page. More information about creating linked soft credits from an existing gift may be found here: https://helpcenter.donordock.com/kb/guide/en/creating-a-new-soft-credit-gift-iZDS5ki11i/Steps/1133988