Hello there,
We recently updated our soft credit tracking process utilizing the assignment of contact roles in alignment with suggested best practices for NPSP. When we navigate to a donor's contact record, we see the donation shows up under the donations object. However, when we navigate to the household account record, these soft credited donations do not populate. This makes it a bit challenging to get a full understanding of a household's giving throughout the year. We do use roll-ups and have the account contact soft credit roll-up summaries active, but this doesn't really give insight into each specific donation within that roll-up.
Is this set up by design? Is there any way to have this giving history viewable in the account record under the donations object?
Appreciate your help!
Hi Zoey! Is the household account listed as the account on the opportunity record along with the primary contact?
