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I can see a list of everyone who gave in honor of a specific person by looking at that contact's Contributions tab (under Soft Credits). However, I can't figure out how to put these folks into a group, or even generate a report on them to see their contact info. How do I do this?

  • I can see that the "Soft Credit Report" allows me to search by "Soft Credit Name" - this is the direction I want, but I need to send a postal mailing to these folks, and the postal address isn't in this report. – Jon G - Megaphone Tech Sep 18 '17 at 15:28
  • Did you check using Views? – petednz - fuzion Sep 18 '17 at 19:11
  • Can you create a Group "Soft Credit Smith", Run the "Soft Credit Report" to get the list of contacts you want, then over the right "+ Add Contacts To Group". Then do a mailing for that Group? – Iowa Boy Sep 19 '17 at 0:25
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I wrote an extension Soft Credit Custom Fields which, amongst other things, adds a "Soft Creditee's Name" field to the Advanced Search.

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