Hi there,
I'm trying to pull a list of all $5,000 + donors, and I need to include all donors who have been soft-credited; for example, the list will pull foundations, but not the constituent attached to the foundation. I've been told I need to add a field for this in system tables, and that someone on this forum might be able to walk me through it. Can someone help me out?
Thanks so much!
Kelsey,
The way that I always pulled soft credits was through list builder but with custom criteria elements that I think that IT could do for you or Sandra Asby could maybe help you with so you can do it. The fields I used are:
If you wanted to pull a list of all $5,000 donors you would have you regular criteria in the top section and then the bottom (your or statement) you would do the same thing but with your creditee criteria and that would give you a list of all donors regardless of how the gift came in.
Hope that helps a little!