Show soft credits in fundraiser's work center?

Deborah Drucker

Under “Gifts” in a fundraiser's work center, how can I be sure that soft credit gifts from a constituent in a fundraiser's portfolio are showing up? Knowledgebase articles refer to a Hide/Show filter, but I can't find a Hide/Show filter!

Marie Stark

@Deborah Drucker Under Columns you should select Soft Credit.

Deborah Drucker

@Marie Stark This isn't what I'm looking for. Choosing show soft credit in the columns will show me who is soft credited on a gift from a constituent that the development officer is assigned to. But it will not show me gifts from a constituent that the development officer is assigned to when that constituent received soft credit from a non-assigned entity.

Anthony Gallo

@Deborah Drucker

I think you should be seeing what you are looking for by default. The fundraiser view will show gifts that are soft credited but they will show listed under the name for the actual hard credit donor. I found a knowledgebase solution that spells this out and you may have come across this already. Let me know if this gets you closer to what you are after or if you still have questions.