Home → Campaign Manager → Financial - Operations and Frequently Asked Questions → Adding a Soft Allocation (for tracking Fundraisers/Bundlers)
12.2. Adding a Soft Allocation (for tracking Fundraisers/Bundlers)
Soft Allocations
Contribution and In-Kind transactions support Soft Allocations. Soft Allocations are a way for a committee to attribute contributions to Individuals or Organizations that facilitate the contribution.
Adding a Soft Allocation:
1. Enter the transaction normally.
2. When the transaction details have been entered, select the Linking tab and choose Soft-Allocation.
3. In the Soft-Allocation entry area, enter the Name of the soft allocation, and select the record from the dropdown list. Enter the Date and Amount of the soft allocation. Then click Add. After all of the Soft-Allocations are saved (if there are multiple) then SAVE the whole contribution as well.