RE NXT Dashboard Creation and Soft Credits Question

Rachel KunkelPatterson

Hello!


We are in the beginnings of a capital campaign.  I have created a dashboard to track gifts and actions for the campaign and it's working well.  But there are a few donors who have chosen to give via a Foundation, so they have been soft credited for the gift or pledge. 


Is there a way that those soft credits can show up within the dashboard?  My supervisor would like to see their names and I would prefer to keep them as a soft credit since they gave through a Foundation/Donor Advised Fund and that is the correct way to record the gifts.


Thanks for the help!

Jeannie Goings

If you build the insight with recognition credit you have the option to pull in soft credit. Hope this helps. :-)