When to use a Connection, Soft Credit or Beneficiary Link
Timeline entries - e.g. activities, transactions and so on - can be linked to other constituents you have in Donorfy - this is when you should use each type of link Soft Credits - a transaction can have one or more soft credits - use this when yo...
On a constituent's profile you will see two boxes labelled 'Connections' and 'Other Connections'- see example below - which track the connections this constituent has. The connections box can contain connections that you create - e.g. if you are...