Tracking Soft Credits for Solicitors

In addition to adding soft credit gifts for constituents, you may also wish to give credit to the individual who solicited a donation.

When a solicitor is entered on a gift donation form, they can be automatically added to the soft credit recipients grid based on the SoftCreditConstituentSolicitor system option setting.

This system option can update the soft credit child form on the solicitor's constituent profile and the amount shown will be tracked as a soft credit.

Editing Soft Credits for Solicitors

To edit the soft credit information, click the Edit icon next to the name of the solicitor displayed in the Soft Credit Recipients section of the Add - Fundraising Gift form.

This opens the Add - Soft Credit Recipient form.

Here you can change the recipient, modify the amount, and set the soft credit type. In addition, you can set the Acknowledgement preferences by deciding whether to send email confirmation and which template to use for that confirmation.

Adding Additional Soft Credit Recipients

If more than one individual was instrumental in getting this donation, you may elect to add additional soft credit recipients.

To add additional soft credit recipients, complete the following steps:

  1. Click the Edit icon next to the solicitor currently displayed in the Soft Credit Recipients section of the Add - Fundraising Gift form.

    This will open the Add - Soft Credit Recipient form.

  2. Delete the name of the solicitor currently displayed in the recipient field.
  3. Use the search feature to locate the additional solicitor you would like to add.
  4. Enter the amount you would like to credit the additional solicitor with from this gift.
  5. Expand the soft credit type drop-down menu and choose the soft credit type for this solicitor.
  6. Set the acknowledgment preferences for this solicitor by using the send email confirmation checkbox and template drop-down menu.
  7. Click the OK button.

The newly added solicitor will be added to the Soft Credit Recipients list.

Deleting Soft Credits for Solicitors

To delete a soft credit for a solicitor, click the Delete icon next to the name of the solicitor displayed in the Soft Credit Recipients section of the Add - Fundraising Gift form.