Enter Soft Credits with Transaction Date
S
Sandy Haynes
I need to enter Soft Credits with the same date as the associated Transaction. This feature is crucial for accurately tracking our donors' giving history and impacts our work significantly. It would be beneficial if this functionality could be added to improve our workflow.
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T
Thyra Busch
Yes this functionality is critical for keeping track of accurate donor giving timeline otherwise it distorts history and does not count a DAF/tax smart gift as a gift on par with a direct cash or credit card gift