To add or edit soft credit information
- From Fund Raising, select Enter and edit gifts to display the Enter and edit gifts window.
- Enter a new gift or pledge, or open an existing gift or pledge and click Edit.
- Click Add or Edit to the right of the Soft Credit field to open the Gift - Name/Address - Soft Credit window.
- Enter or change the soft credit information.
- Click OK to close the Gift - Name/Address - Soft Credit window.
- Click Save.