Recalculating soft credits on contact records

Soft Credits on Contacts

While hard credits should appear on a contact's record immediately after the donation is recorded, soft credits are calculated in a batch process. Therefore, don't be alarmed if you're not seeing soft credit totals on a record right away.

The soft credits are recalculated in a batch process in the Partial Soft Credit Settings tab.

Soft Credits on Contacts

Rollup Recalculation

Click Recalculate Contact Rollup Fields in the Partial Soft Credit Settings tab.

Rollup Recalculation

Updated Rollups

Then you will see soft credits accurately counted.

Updated Rollups