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Red Arc Features and Feedback Board
R
Red Arc Features and Feedback Board
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Conditional Logic soft credits
X
xnisbet
Dec 20, 2025

we use the letter code to determine the letter that is generated. that means that every letter type would need to be the same for the soft credit version. We normally onky send the letter to the soft credit (unless it is the spouse). Example- we credit a Fidelity check for a hard credit and Mr. Smith for the soft credit. We only send the letter to Mr. Smith (and let him know the receipt will be ssued by Fidelity).

Comments
X
xnisbet
Dec 20, 2025

sorry hit button too soon- i wondered if we could have the option of who to send the letter to (soft credit or hard credit or both)

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