Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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It would be helpful when merging duplicates in Luminate CRM to have the option of applying a soft credit. For example if a spouse donates and it creates a duplicate, when you merge the contacts it does not automatically apply the soft credit to the spouse, even though the relationship was set up in the household you are merging the contact. I understand why you don't want to automatically apply the soft credit to the donation, but an option of the applying the soft credit during the merge process would alleviate an extra step of having to go back to the donation and applying the soft credit.
|Area of the Product
|Center for Arizona Policy