Content Comparison

Approval

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Note

Organisation Contact awarded with Legal Credit Amount is a/NOT a Donor? - why these contacts are would be directly linked to an Organisation instead of their household account? Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What is the scenario where we would be needed to Soft Credit an Organization?Contact should only be directly linked to an organisation if they don’t have their household account.

example:

Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household

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Note
Organisation Contact with Soft Credit on their Account. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where we would be needed to Soft Credit an Organization?

Matching Gift

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