Recording Soft Credits for Household Members

One the Household structure has been established and the soft credit and rollup system configured correctly, soft credits for household members occur automatically.

In this example Katy Perry is a contact who has made a gift off $10,000.

Katy is part of the households account called Perry Household, which includes two other contacts; Mathew Perry and Karen Perry.

After the rollups process has been executed, usually overnight, soft credits will be made against these two contacts.

• https://support.alphasys.com.au/hc/en-ie/articles/360001372295-Influencer-and-other-types-of-Soft-Credits