- Create a constituent query. On the Criteria tab, select:
Summary Information*, Summary for Gift, Total Amount of Gifts greater than or equal to [the amount]. On the Filters tab, select the appropriate filter such as the gift date.
- Create a constituent query. On the Criteria tab, select:
Constituency, Constituency Code one of [the constituent codes]
AND Summary Information*, Summary for Gift, Total Amount of Gifts greater than or equal to [the amount]. On the Filters tab, select the appropriate filter such as the gift date.
Select Tools, Query Options from the menu bat. On the Gift Processing tab, select Soft Credit to Recipient.
* For more information on selecting and filtering Summary Information fields in query, refer to BB237530.
- Merge the queries using the OR operator.