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10I wasn't sure where to post this question, so I raised it as an issue:
https://github.com/microsoft/Industry-Accelerator-Nonprofit/issues/13
We are evaluating a move from eTapestry to a D365 solution for our non-profit. We have installed the nonprofit accelerator v2 and are trying to determine how this accelerator will help us record soft credit relationships.
See this link for a review of how it is handled in the salesforce powerofus hub for a discussion of what soft credits are:
http://powerofus.force.com/s/article/NPSP-Soft-Credits-Overview
When I search the non profit accelerator for soft credit, I get a few search results, here is one:
https://github.com/microsoft/Industry-Accelerator-Nonprofit/blob/33e6ecccbe3a2b3d5a5add7ba89c717f9cb1774d/CDS.solutions/NonprofitCore/Extracts/Base/Entities/msnfp_CreditRecipient/Entity.xml that has a field labeled Soft Credit Reason
But I can't find this field in the existing nonprofit UI. I've looked on the Admin Designation page and the Transaction / Designated Credit tab and found no reference to Soft Credit.
Can someone explain how to record a soft credit? Also, how would we pull up soft credit reports?
Thanks...Steve
System Architect
Mental Health Center of Denver
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