Soft Credits! and swap Primary/Secondary email addresses.

Soft credits first

 

Yesterday with version 6.2.6635.38826 we introduced a more formal soft credit system.

 

 

When entering a contribution you will see a Soft Credit tab:

 

On the Soft Credit tab you will select New, search for (or create) the donor to be soft credited and complete this dialog:

 

 

 From the Soft Credits menu...

 

 ...you can print letters to keep the honoree (or family of the memorial) informed:

 

 

Swap email positions

 

Every once in a while you find that you would like to swap the primary and secondary email addresses.  Now it's a button click:

 

 

 

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