Multiple advisors on a single gift
It would be nice to be able to add multiple advisors to a single gift. For example, We get a check from PayPal Giving Fund that has recommendations from several individuals. It would be nice to enter one gift from PayPal and add each individual as an advisor on it.
3
votes
David Weisz
shared this idea
1-9-2023: Donations: Enhanced donations by adding a soft credit field. Soft credits can have more that one profile added to a donation. Soft credits will not be reflected on the donor profile. There is now a donation soft credit report in custom reporting. There is also a new table for csdata migrations to import soft credits on donations during migrations.