Soft Credits - Information Beyond Gift Amount

Greg Usam · May 2016

Hello everyone,

Once upon a time I was asked to export a list of people who were soft credited under certain gift records (a check that comes every month), in addition to that I was asked to take that query a step further and grab the recipient's mailing information (we plan to do a mailing). I attempted to do all that again today but I just cannot figure out how I create this certain export a long time ago.

Would anyone be able to share their knowledge on how I should approach this type of query? I might be mistaken but I remember merging two queries.

Thank you very much,

Greg

Cathleen Mai · May 2016

You could use your list of people in Mail/ Quick letters and choose the Fields to exports there. Also you can exclude

Solicit Codes. I always include the Constituent IDs in the export.

Aldera Chisholm · May 2016

To grab your soft credit recipients mailing info - As Cathleen said, I always include the Constit ID's in my export. My lazy way to do it is then just cut n' paste those ID's into a query to grab those individuals and output their desired mailing info.

JoAnn Strommen · May 2016

In RE there's often several ways to pull info. I would create a query capturing the SC donors. Then take that query to Mail > Quick Letters if that had all the fields I needed. My first inclination though would be to take that query to Export (output address info here) and and create my letter there using a BB Simple Word Merge. Have used that function frequently and works well for my needs.

I don't know any reason if I'm understanding your question for why you would need two queries or have to merge them.

Greg Usam · May 2016

Thank you everyone for your replies I feel like I am on the right track.

So I created a constituent query and punched in the Constituent ID and saved that query.

I went into Quick Letters>New and pulled the same query. But my export is only grabbing the organization that contains the soft credit records, and not the soft credit recipient themsevles.

JoAnn Strommen · May 2016

Is your query pulling the organization or the SC recipient? Query needs to pull SC - in query go to Tools > Query Options > Gift Processing and select to credit gifts to SC recipients (second option). This should pull SC constituent records in your query.

Greg Usam · May 2016

Hi Joann,

Yes, I have that currently set in the Tools option. I'm still only getting 1 record when trying to export through Quick Letters. Is there anything else I should include in the query before I open it in the Quick Letters option again?

JoAnn Strommen · May 2016

So query pull the records you need...

I just created a query and pulled it into quick letters - got multiple letters. May be something in your filters, address option settings, is org one set to just send to org? perhaps?

I don't have many quick letters to use because as I said I tend to use Export.

Not sure what else to check...

Greg Usam · May 2016

I found out why it was not working. I was using a constituent query and not a gift query. I see everyone in my list now!

Thank you everyone.

Soft Credits - Information Beyond Gift Amount

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