Why don't soft credits move over from RE to RP? This renders the giving total useless for any donor of means who primarily uses a third party (i.e. donor advised fund) to donate. Also - why no non-constituent spouse information? Many of our spouses are the primary earners.
Guest
Soft Credits are available in the RE integration options. Check the box highlighted below and those should start to sync.
Regarding non-constituent in RE, we've approached this as "if you are doing research in RP, this person should be valuable enough to warrant a record in RE". I understand where you are coming from with a non-constituent spouse primary earner. Does the wealth information returned from RP need to go directly on that record or are you looking at these as a household. I'm curious your thoughts here.
Thanks!
Anthony
