Add Soft Credits to the Totals in the Giving Summary tile on the Account home page

Many of our donors give via soft credits through Charitable Foundations. It would be helpful to include these amounts in the giving summaries. It can be misleading to exclude these amounts.

  • Karen Douglas
  • Jul 29 2019
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  • Lesley McGinty commented
    October 12, 2022 08:56

    I only just realised this too, after the usual Marathon frenzy. The Totals summaries are effectively useless as although you can see raised and soft credit summaries seperately, when you want a quick glance to see overall total someone has raised, it doesn't show soft credits at all. Marathon runners are a good example, as soft credits come via JustGiving donors but apart from a graphical representation, you can't see a numerical overall total of money raised, which seems daft. The "year to date" total simply stays at zero but yet the soft credits are all in the journal. I've found the only way to see an overall total is to go into Journal add in the "Received and Soft Credit" column. This works, but completely defeats the object of the summary tiles.

  • Dawn Stockton commented
    August 21, 2019 14:07

    Yes, please!