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Status Under Consideration
Created by Guest
Created on Aug 2, 2024

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen.

This workflow takes several steps and could be streamlined, for example you might be able to generate soft credit acknowledgements when you save the donation.

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  • Guest
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    Sep 26, 2024

    Yes! You already must select the acknowledgement status when you add a soft credit. It would be so helpful to be able to assign a letter from that screen as well.