Soft Credits

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Does anyone have best practices to work with this?


I run a list of who gave $100 or more this year, I would like to see both the donor and the soft credit on their each line in the export but this is not strait forward. Anyone have advice for me?

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  • Genevieve Grabowy:

    Does anyone have best practices to work with this?


    I run a list of who gave $100 or more this year, I would like to see both the donor and the soft credit on their each line in the export but this is not strait forward. Anyone have advice for me?

    Have you already tried changing the Soft Credit options in the gift criteria?
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