#Soft Credits0 人正在讨论

This feels like a dumb question, but I can't find an answer anywhere. If the answer is yes, all contact roles trigger a soft credit, is there a way to create one that doesn't? And if the answer is no, where can I find information about which ones do and don't?

#Soft Credits

I'm not loving the way Soft Credits are handled in NPSP. The reporting is somewhat clunky and it's not easy to differentiate between partial and full credit. Every time I think I have it figured out, the data doesn't align. 

I have donors showing up with a Contact Role and therefore seemingly with full soft credit, but there's also a partial soft credit. I want to see donor, opportunity data, soft credit recipient (account or contact) and the soft credit amount (full or partial). This doesn't seem attainable through the Soft Credit set up in NPSP. I have read and reread all the documentation and nothing seems to accomplish what I need.

Has anyone attempted a custom object to pull ALL soft credits into one place? (Partial, Full, Account) Either a Soft Credit object or a Soft Credit opportunity type. I'd have to take a look at all the rollups and reconfigure some system defaults, but with the amount of time I've spent trying to get this in reporting...it might be worth it in the long run!

Thoughts? Suggestions?

- at an account level

However, after I save the changes to the page layout, preview it and go back to the opportunity, I don't see the account roll-up fields appear.

What am I doing wrong ?

Hello,

We're experiencing an odd issue with Contact Soft Credit Rollups. The rollups are being calculated for a large number of contacts, but not all contacts; the latter group have $0 for their SC totals, despite being confirmed as a Soft Credit role associated with numerous Opps. Their Hard credits, if applicable, appear to be fine.

We have noticed that of the data we have reviewed, all of the Contacts where this issue is present are the same Contact Record Type. But, there are some contacts of this same record type that are rolling up.

Below is addl info:

- Customizable Rollups are enabled

- Filter Group for soft credits does have the role included

- We're certain that the contacts in question are listed as Soft Credit role on Opps

- I've manually triggered the Donations Batch in NPSP Settings

- We do have a large amount of data that is being processed (we're getting an error periodically, only on Contact Soft Credit batch --> System.LimitException: Too many query rows: 50001) *** On this, even though the batch says its complete, is it possible it's not reaching a large number of contacts before the error and therefor its never rolling those up?

Any suggestions are very appreciated! Thank you!

Is anyone aware of a conflict of some sort where Partial Soft Credits do not work properly when Customizable Rollups are enabled?

I have CRs enabled. And I'm having a situation where, if a Partial Soft Credit is present on an Opportunity, the Contact Soft Credit Rollups do not roll up properly. If I remove all instances of Partial Soft Credits, and leave only the full amount via Contact Role, the rollups for COntact Soft Credit work.

Thoughts?

Our organization gets donations from persons who give from both their households and businesses. For tax purposes, we keep their monies separate but when we are prospecting for advancement, we combine the totals of those accounts manually. Because we have multiple channels for transactions, this is something we need to automate. #NPSP #Soft Credits @Nonprofit Success Pack

How would you relate a foundation that manages a donor's money to the donor in NPSP? The donation is from the contact, but the donor has a company/foundation that manages their money for them, so sometimes the checks will arrive under the foundations name and sometimes under the Contact's name, but it is the contact giving the donation. How do you insert this relationship into NPSP?