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I change the soft credit to PCT and enter a percentage, but when I click save, the amount isn't calculating. Why not?
Answer:
The soft credit amount calculates after hitting the Enter key.
So to have the soft credit amount calculate out:
So to have the soft credit amount calculate out:
- Change the Amt/Pct column to Pct.
- Enter the percentage in the Amount column
- Click the Enter key, NOT the Save button.
- The option changes back to Amt, but the Amount column should now contain the calculated amount.
- Click Save and you are done.
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