Allow searching for people who have had a contribution soft credited.

Completed

Angela

April 18, 2011 18:37

Right now doing a search for soft credits only returns the records that received the soft credit.  I would like to be able to search for the records who have had contributions soft credited.

Here's an example of how I would use this:

I'm trying to pull a list of people who are due to renew their memberships between April and June of this year. I'd like to remove anyone who's gift was soft credited during that time period last year and whose soft credit was attributed to one of our staff people.  This way I can have the staff member follow up with them personally, and send a Powermail to the rest.

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  Permanently deleted user

  April 18, 2011 19:01

  The details you provided, on how you are using the donor management software for a specific task, are really helpful. Thanks for adding this request, Angela. 

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  Permanently deleted user

  June 13, 2011 18:14

  This request is now planned for development, stay tuned for updates!

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  Permanently deleted user

  July 11, 2011 19:56

  Scheduled roll out for this feature is this week.

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  Permanently deleted user

  July 15, 2011 22:13

  This Feature Request is now a feature of Soft Credits for all clients with the Fundraising Module!  The new search option is on the Soft Credit search page.  Check out the hints section on that page for more details.

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  Aldo Oliva

  February 08, 2023 14:21 Edited

  I understand the importance of being able to search for people who have had a contribution soft credited. I think the developers are actively working on adding this feature to the platform. In the meantime, I suggest using the advanced search filters to help you find the desired information quickly and accurately. 

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