Show soft credits in fundraiser's work center?

Deborah Drucker
Deborah Drucker
Tenth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

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!

Comments

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge PowerUp Challenge #3 Gift Management

    @Deborah Drucker Under Columns you should select Soft Credit.

  • Deborah Drucker
    Deborah Drucker
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @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
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @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.

Categories