How to find orphaned soft credit gifts?

I think you've found the most direct method for finding these. To be clear, the gift actually exists as both a hard credit and a soft credit on the donor's record - it's just that the soft credit formatting (and gift type indicator) supercedes the hard credit information when looking at the gift tab. 


You can avoid this by checking the box in the merge dialogue that says something like "exclude soft credits." However, that's an all or nothing checkbox, so I can foresee cases where you're going to have to end up with these orphans from time to time. 


Once you've got them cleaned up, it might be useful to add output to your query, save it, and pipe it into a module on your home screen so you can spot them whenever they show up.

On your home screen, click "Customize Home Screen" (button right underneath "Welcome [Name]." In there, click on "Panels." You will see a screen that's identical to the Dashboard customization screen, so if you've ever set up a dashboard before, you should know what to do.


If you haven't, you'll need to go to the "Solicitor" section (this is not obvious - there is no "constituent" section), then click on Solicitor Query and add it to the "selected panels" page on the right by clicking the "Add >" button. Then in the right hand side of the screen, double click the "solicitor query" that you just added, rename it to whatever you want, and click the "select" button next to the "query" line. Now you just need to search for and add your query. Whatever you had set up as the output for your query will show up in the panel you just added. You just need to hit "Refresh" on your home screen every so often and your'e all set.


NOTE: Do NOT add a value to the "auotmatic refresh interval (hours)" section of this screen. Doing so will cause your home screen to break. Automatic refresh intervals work fine in regular dashboards, but for whatever reason it breaks the homsecreen functionality. This is a known bug.


 

Ryan Hyde:

On your home screen, click "Customize Home Screen" (button right underneath "Welcome [Name]." In there, click on "Panels." You will see a screen that's identical to the Dashboard customization screen, so if you've ever set up a dashboard before, you should know what to do.


If you haven't, you'll need to go to the "Solicitor" section (this is not obvious - there is no "constituent" section), then click on Solicitor Query and add it to the "selected panels" page on the right by clicking the "Add >" button. Then in the right hand side of the screen, double click the "solicitor query" that you just added, rename it to whatever you want, and click the "select" button next to the "query" line. Now you just need to search for and add your query. Whatever you had set up as the output for your query will show up in the panel you just added. You just need to hit "Refresh" on your home screen every so often and your'e all set.


NOTE: Do NOT add a value to the "auotmatic refresh interval (hours)" section of this screen. Doing so will cause your home screen to break. Automatic refresh intervals work fine in regular dashboards, but for whatever reason it breaks the homsecreen functionality. This is a known bug.