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  1. CiviCRM
  2. CRM-20645

"Soft credits with related Hard credit" and "Both" searches don't work properly when soft credit type is specified.

    Details

    • Type: Bug
    • Status: Open
    • Priority: Minor
    • Resolution: Unresolved
    • Affects Version/s: 4.7.19, 4.7.21
    • Fix Version/s: None
    • Component/s: CiviCRM Search
    • Labels:
      None
    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      User and Admin Doc
    • Funding Source:
      Needs Funding
    • Verified?:
      No

      Description

      When selecting Contributions OR Soft Credits? criteria during an advanced search, if you don't specify the type of soft credit then, as expected:

      • Selecting Soft credits with related Hard credit  gives a list of all contacts with a soft credit and all contacts who gave the soft credits.
      • Selecting Both gives a list of all contacts who have made a contribution and all contacts who have a soft credits. **

      However, if you specify a soft credit type before you do the search then selecting either Soft credits with related Hard credit  or Both just gives the contacts who have a soft credit of that type (Ie the same results as you get if select Soft Credit only)

      This makes it very difficult to get, say, a list of all the contacts who have made a contribution in hnour of someone else.  (Which otherwise you could do with two smart groups based on Soft credits with related Hard credit  and soft credit only  and an include/exclude custom search   -  BTW shouldn't it be easier to identify that group of people or am I the only person who might want to know that.)

       

       

       

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            • Assignee:
              Unassigned
              Reporter:
              jchester Joanne Chester
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              Dates

              • Created:
                Updated: