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Link soft credit donor in batch to record

Lisa Whatley

Does anyone know a way to access a soft credit donor's record directly from the batch? We currently have to go outside the batch to open it, but wondering if we are missing a way or is Blackbaud missing that? We need to access that soft credit donor's record consistently when gifts are processed via DAF or other 3rd party means.

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Comments

JoAnn Strommen

I love learning new things! Interesting question so wondering...

Found this option. When you enter the name of the entity to receive SC, right click on the name and you have option at bottom of pop-up to go to the record.

(I'm assuming you are using the SC icon to enter the SC or person is already marked for SC like this spouse. Name already present when I clicked the SC icon in batch.)

Hope this helps.

Lisa Whatley

That's awesome! Thanks for finding that and posting. Just made my day!

Heather MacKenzie

I was so excited to come share this very same tip the @JoAnn Strommen did because I just recently re-discovered it myself, and way to go, JoAnn, for beating me to it and learning something in the process too. :-)

Crystal Bruce

Hi! Is this a Raiser's Edge question? If so, I can move it into the correct forum. Thanks!

Lisa Whatley

Yes, it's for RE7. Thanks.

Greg Mishaga

Thank you! Great tip! I will use this one a lot!