Automatically reciprocated soft credits

Question

We enter gifts from donor advised funds on separate DAF org records that are soft credited to the individual record by adding an individual relationship on the DAF record. This used to work great, but now NXT is automatically reciprocating the checkbox for auto-soft crediting (creating a two way soft credit).

Is there a way to turn off the automatic reciprocation, or any work around besides having to go back into the individual record and uncheck the box?

Jaclyn Whitelock · Answer

I just voted for your idea, Elizabeth- this is concerning and so frustrating. I definitely consider this to be a bug- it's entirely different from DB view, and is subtle enough that it could affect hundreds of relationships set up in webview and remain undetected for quite some time, wrecking havoc on records and reporting.

Elizabeth Johnson · Answer

I created an idea to go along with this so folkx can vote - if someone else wants to reach out to support that would be great.

Elizabeth Johnson · Answer

I just tested this and created a fake DAF I creatively named it Very Fake Fund (first screenshot) and added a relationship from the org record to a test individual record named Data Record.

I checked the box to soft credit Data Record when Very Fake Fund makes a gift.

I want the relationship to reciprocate on my Data Record. I wasn't given the option but that is not an issue for me but it could be for some orgs.

I went to look at the relationship for Very Fake Fund from Data Record (second screenshot) and sure enough it is also marked to soft credit Very Fake Fund.

Undesireable.

These checkboxes should work independently of each other to function as the system was intended and how database view works currently.

I'd say this should be an idea and a bug to make sure Blackbaud sees it.

Here are the screenshots:

1.

2.

I then tested this in database view with another test record to see if that is no longer behaving as expected and it works as intended.