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Automatically solf credit spouse for gifts

Last post 02-23-2009 12:15 PM by Melissa Graves. 5 replies.
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  • 02-18-2009 4:52 PM

    Automatically solf credit spouse for gifts

    Wasn't there an option in configuation under Business Rules that you can check to automatically soft credit spouses for gifts?  I remember seeing this option somewhere.  Thank you.

    Filed under:
  • 02-18-2009 5:30 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Automatically solf credit spouse for gifts

    There is an option to do this on the Relationship screen.  You can set it for any relationship such as Family Foundations.

    Drew

    J. Drew Allen
    The Children's Hospital of Philadelphia
    Filed under: ,
  • 02-18-2009 10:21 PM In reply to

    Re: Automatically solf credit spouse for gifts

    In config there should be a place to have it automatically check that checkbox for spouses but I believe it only applies to new spouse records added after you set this up.  Any spouses already in your system will have to be changed another way (manually - globally?) 

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 02-20-2009 9:44 AM In reply to

    Re: Automatically solf credit spouse for gifts

    I thought there was a place in config that would allow you to check the box to have gifts applied to spouses records automatically, but for some reason I can't find that checkbox. 

  • 02-20-2009 10:02 AM In reply to

    Re: Automatically solf credit spouse for gifts

    Assuming that the spouse has their own record and the 2 records or linked -- Pick one of the two records, go to the spouse window, General tab 2 there is a box at the bootom of the window.  Repeat from spouses record asthis can be checked on each record so SC can be given both ways.

    Nina Williams
    The Cleveland Institute of Art
    www.cia.edu
  • 02-23-2009 12:15 PM In reply to

    Re: Automatically solf credit spouse for gifts

    I agree that there used to be a place in config to do this and it is now gone.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
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