Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
Create a relationship query (BB128873) of the relationships that should be marked to automatically be soft credited, and use the following instructions to mark all the spouses with that option.
- In Administration, Globally Change Records, select Individual/Contact/Employee Relationship and click New Change.
Note: To change Organization/Business Relationship, select Organization/Business Relationship change.
- Click Include, Selected and search for the relationship query
- Select Automatically Soft Credit Gifts, and for the Operation select Replace, and select Unchecked with Checked to globally mark it. Select Replace, and Checked with Unchecked to globally unmark it.
Note: If removing the checkmark, choose to Replace Checked with Unchecked.