Enter and edit gifts window - Soft credit tab

On the Soft Credit tab, you can add a soft credit ID and a soft credit donation. As you enter a Soft Credit ID, the percentage defaults to 100% and the amount defaults to 100% of the total donation.

From Fundraising, select Enter and edit gifts > Soft Credit tab

Depending upon the Use Amount field for data entry option setting (Fundraising > Set up module), the Amount can be edited or the Percentage can be edited. Whichever column is enabled, the other auto-calculates.

  • Enabled – Edit the Amount column. This automatically recalculates the soft credit percentage.
  • Disabled – Edit the Percentage column. This automatically recalculates the soft credit amount. This is the default setting.

Note: iMIS provides a warning at the bottom of the window if the total donation is exceeded.