Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.
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Guest
- Aug 17 2023
- Already exists
| Organization Name (Please enter full organization name) | University of London |
| Reported Version | 4.0 |
Related ideas
Recognition Credits are visible on the Recognition History subtab of the Revenue tab for a constituent. This indicates the recognition type and whom the recognition applies to. In the screenshot below both Donor and Recognition Type (as configured by your Organization) are visible along with the Revenue and recognition amounts. Should you wish to implement colour coding this may be achieved by using the Legend property of the Data List. Please contact Support if you need more assistance on this.