Hello,
I just ran the program name list report. I have just learned that this report does not pull preferred/program names attached to accounts that only have soft credits. Does nayone have a work around or a custom report so that I can pull anyone that has a program name that fits my criteria?
Hi all,
I thought I would throw my solution out there in case anyone else has this problem. This will only work if you are using a list when running the Program Name Listing report. All I did was create a new constituency, "UT Soft Credit" in this case, and I added that constituency with an appropriate expiration date. Then in my donor list criteria I just added "Constituency IN UT Soft Credit" in the OR box. Works perfectly.
James