Ability to add soft credits on recurring donation payments (vs just schedules)
When a donor sends regular recurring payments through their donor advised fund, you should be able to both track that it's a recurring gift and give soft credit to the person who influenced the gift.
It is does not make sense to allow a recurring donation schedule to even have a soft credit if it will not apply that soft credit to any payments entered under that schedule. It was not apparent from the documentation that a soft credit would only show on the Recurring Donation Schedule and not the Recurring Donation Payment. I really thought I was doing something wrong in the entry process. As a new user to Bloomerang I'm very unhappy that this has not already been addressed and it not prioritized to be addressed. Please reconsider this!
We just started with Bloomerang and discovered this crazy soft-credit problem. Having to manually go back and assign soft credits for all the incoming donations is ridiculous. It should be a simple process to add online giving forms with either user-selectable dropdowns for soft-credit targets or even hard code them and have separate online giving forms for each board member. Same goes with imports. We are importing 4 years of donation data and the support team is telling us we will need to go back and manually enter soft credits one at a time, record by record. Completely unacceptable!! it is a simple related table in the Bloomerang database - populating these records automatically should be simple. Please prioritize!!
I would REALLY love if Bloomerang could add a feature to store soft credit information on the recurring donation payment timeline. It's unfortunate to look at a spouse's timeline and have it appear that they haven't been giving when it only appears on their spouses timeline. I understand the household feature helps to see a complete picture- but we are still cleaning our database so it's not accurate until we have added every household which is a long process.
We have so many donors that are recurring donors (some 2x a month!) through their company giving. Unfortunately there is no good way to track this back to them, and it has to be manually managed. Any improvement on this would be a huge help!
We are having an issue with this as well. I spent an hour with customer service discussing it.
It seems like from a software perspective that your developers maybe forgot to map that field into the recurring donations from their schedule. If it is allowed to be added to a schedule then that information shouldn't be dropped from the donation when you enter a payment on the schedule. It would be like if you have an automatic bill pay on your personal account and the bank kept forgetting to include your account number on the payment when they sent it. Your software development team put that as a option on the recurring payment, but it seems they forgot to keep it included when a donation is entered.
I am having a similar issue. I can record a recurring monthly donation schedule on a person's record and soft credit a spouse BUT the recurring monthly payments only appear on the donor's timeline and not on the spouse soft credited timeline. I should be able to view the soft credits on the spouse's timeline.
We're new to Bloomerang and have found that this is an issue for us as well. In eTapestry we had this ability and it is frustrating that we have to find a work around. Please make this a priority!
It is does not make sense to allow a recurring donation schedule to even have a soft credit if it will not apply that soft credit to any payments entered under that schedule. It was not apparent from the documentation that a soft credit would only show on the Recurring Donation Schedule and not the Recurring Donation Payment. I really thought I was doing something wrong in the entry process. As a new user to Bloomerang I'm very unhappy that this has not already been addressed and it not prioritized to be addressed. Please reconsider this!
We just started with Bloomerang and discovered this crazy soft-credit problem. Having to manually go back and assign soft credits for all the incoming donations is ridiculous. It should be a simple process to add online giving forms with either user-selectable dropdowns for soft-credit targets or even hard code them and have separate online giving forms for each board member. Same goes with imports. We are importing 4 years of donation data and the support team is telling us we will need to go back and manually enter soft credits one at a time, record by record. Completely unacceptable!! it is a simple related table in the Bloomerang database - populating these records automatically should be simple. Please prioritize!!
I would REALLY love if Bloomerang could add a feature to store soft credit information on the recurring donation payment timeline. It's unfortunate to look at a spouse's timeline and have it appear that they haven't been giving when it only appears on their spouses timeline.
I understand the household feature helps to see a complete picture- but we are still cleaning our database so it's not accurate until we have added every household which is a long process.
Please make this a priority!!
We have so many donors that are recurring donors (some 2x a month!) through their company giving. Unfortunately there is no good way to track this back to them, and it has to be manually managed. Any improvement on this would be a huge help!
We are having an issue with this as well. I spent an hour with customer service discussing it.
It seems like from a software perspective that your developers maybe forgot to map that field into the recurring donations from their schedule. If it is allowed to be added to a schedule then that information shouldn't be dropped from the donation when you enter a payment on the schedule. It would be like if you have an automatic bill pay on your personal account and the bank kept forgetting to include your account number on the payment when they sent it. Your software development team put that as a option on the recurring payment, but it seems they forgot to keep it included when a donation is entered.
I am having a similar issue. I can record a recurring monthly donation schedule on a person's record and soft credit a spouse BUT the recurring monthly payments only appear on the donor's timeline and not on the spouse soft credited timeline. I should be able to view the soft credits on the spouse's timeline.
We're new to Bloomerang and have found that this is an issue for us as well. In eTapestry we had this ability and it is frustrating that we have to find a work around. Please make this a priority!