When split donation functionality is enabled in Salsa CRM, a supporter who is making a donation can select an optional "Split Amounts" tab to split his donations between Co-Donors, Soft-Credit Donors, Honor Donors and/or Memorial Recipients. To make this option available to supporters, it must be enabled in Salsa CRM.
To enable this functionality...
- Go to Manage > Configuration > General tab.
- Click the Display “Split Amounts” tab checkbox. When making a donation, the supporter will have to select a Co-Donor, a Memorial, an Honoree, etc. for the list of constituents to become available for selection.
Note: Split Amounts do not need to balance with Total Donation Amount.
Split amounts are not displayed on the constituent record or on Donor Detail, etc. However, Split Amounts are visible on the donation record and available through Donation type queries in the Advanced Query Wizard.