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Unposted and Posted Radial buttons on Gift Soft Credit Tab do not Function
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Unposted and Posted Radial buttons on Gift Soft Credit Tab do not Function
Answer:
The unposted and posted radial buttons are linked to the functionality of the Xref column. The Xref column, gift lookup, is the gift to which you are linking the soft credit.
Here is how the unposted and posted radial buttons function:
Here is how the unposted and posted radial buttons function:
- Go to either Unposted Gifts or Gift history tab
- Open a gift record that has a soft credit
- Go to the Soft Credits tab
- Click the Posted Radial button
- Go to the Xref column and click into the field, you will see a drop down. Click the down arrow as shown here:
6. After clicking the drop down, a window will open that will show a list of posted gifts to choose from for the soft credit
7. Now go back to the main screen
8. Click the Unposted radial button
9. Go to the Xref column and click into the field and see a drop down. Click the down arrow as shown here:
10. After clicking the drop down a window will open that will show a list of un-posted gifts to choose from for the soft credit
Steps To Duplicate
- Go to the Gifts module
- Go to either Unposted Gifts or Gift history tab
- Open a gift record that has a soft credit
- Go to the Soft Credits tab
- Click on the Unposted and posted radial button
- Note that no visible changes occur in the results that are shown
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