In the RE Mobile App, the Giving section displays gifts as attributed to soft credit recipients, with no workable link to the hard credit donor's record.

When using the RE Mobile app, users can view a Giving List that displays all gifts given YTD.  However, if the gift has a soft credit recipient, the list and record in the app show the soft credit recipient as the donor (as well as the hard credit), and only the soft-credit recipient has a workable link to their constituent record.
The Giving view in the Mobile App is a view-only display that allows users to view recent gifts, and the total giving amount. Gift Details will display the Donor Name, Gift Date, Amount, Type, Fund, Campaign, Appeal, Reference, Acknowledged Status, and Acknowledged Date. If the gift is a Soft Credit, however, it will be indicated as such on the list of gifts, and name of the Hard Credit donor will display as an available field on the Gift record.

 

We recommend adding any program suggestions to our Ideas Community page. Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.

 

    Environment

     Raiser's Edge
     7.96
     RE Mobile App
     Version 3.0

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