soft credit spouses

Audrey Katzman

I know we can use Global Change to add “automatically credit this individual for gifts” to spouses and future soft credits will be applied. I have been updating spouses with their past soft credits one at a time. Is there a way to do this as a group?

Austen Brown

@Audrey Katzman - You can have two options, both are better than doing it one-by-one.

1. Apply SC's for a spouse to all gifts listed on the constituent record: https://kb.blackbaud.com/knowledgebase/Article/37583

2. Apply SC's in bulk through an import: https://kb.blackbaud.com/knowledgebase/Article/46387

Audrey Katzman

@Austen Brown Thank you VERY much.