Tracking Thank Yous for Soft Credits

David FultonBeale

Hello,


When we create a soft credit as a stand-alone receivable in eTapestry, there is no corresponding option to list a "date thanked" or what letter template they should receive. Those options are available for other types of gifts, and help us track whom we've thanked and whom we haven't. So for soft credits, we can run a query and set up a batch of thank-yous, but it's harder. Does anyone have a good solution for how to track thank yous for soft credits? We tried adding a UDF, but we can only add UDFs to other transaction types.


Thanks!

Stacy Evans

So, I'm assuming that you have only eTapestry and not Raiser's Edge. Can you export the list to excel? I don't know eTapestry but I'm assuming there has to be an export feature. Once in excel you can track it..

Karen Tuecke

David FultonBeale‍, when you run your query on gifts received, you could place a checkmark next to the soft credit only in the query and then do a communication.


So for example, you could have a query category called Acknowledgement. In that category, a query called soft credits.


Criteria, choose the category of Acknowledgment and Soft Credit as the letter


When you get to the tracking, you can choose to mass update and there you could create the entry for tracking the acknowledgement just for soft credits and you would be generating the thank you at the same time.




I hope this helps. -Karen

Karen Tuecke

David FultonBeale‍ Lastly, to run a report, use the same query, but run it in a report.