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Topics#Soft CreditFrage von Matthew Nielsen
Matthew Nielsen (Ahead) fragte in #Soft Credit
11. Sept. 2020, 18:36

Roll up Soft Credit from Contacts to the Household

We would like to be able to rollup soft credit given to contacts to the household so that we can understand a household's combined impact across all of the household members through hard and soft credit. Unfortunately, if you create this by just rolling up soft credit total from contact to account, you run the chance of double-counting gifts if multiple household members have received soft credit or hard credit for the same gifts. Does anyone have a workaround to get total unique soft credit influence on the household level?
10 Antworten
  1. Inna Potashnik (Oshman Family JCC)
    22. Juli 2022, 17:35

    Hello, I am struggling with this one now as well, and best solution I had come up is the same as @Maida Rider's. However there's a case of household accounts that were split up from others (such as in a divorce, but grown children would also fit the bill) and end up with gifts under their accounts that are only "Household Member" soft-credited (as there are now no members in the same household that also got hard credit for the same gifts.)  Excluding Household Member credit than leaves them with $0 total influence.  Any further creative solutions to accommodate this case scenario?

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