Answers.Body: <p>Here is an extension that automatically creates a soft credit. I use it with my org and it works great. I'm running 4.7.2 with drupal 7.</p>
  
  <p><a href="https://github.com/PalanteJon/coop.palantetech.module.automaticsoftcredit" rel="nofollow">https://github.com/PalanteJon/coop.palantetech.module.automaticsoftcredit</a></p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-02-24T21:14:27.760Z
Answers.LastActivityDate: 2016-02-24T21:14:27.760Z
Answers.UserDisplayName: frTommy
Answers.Body: <p>It is a great idea. Using <a href="https://civicrm.org/extensions/civirules" rel="nofollow">CiviRules</a>, you could get a good bit of the way there out of the box.  To set the soft credit though, you would need to (or pay someone to) <a href="https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+-+how+to+make+your+own" rel="nofollow">write some code</a> -- you'd have to <a href="https://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Create+Your+Own+Action" rel="nofollow">code the <strong>CiviRule action</strong></a>.</p>
  
  <p>For the <strong>formula</strong>, you'd set the trigger to "Contribution is added."</p>
  
  <p>For the <strong>conditions</strong>, you could have a couple:</p>
  
  <ul>
  <li>"Contribution is (not) of financial type ..." and you could set the type.</li>
  <li>"Contact (not) in group" and you'd select a Smart group you created for people who are in a household (if you have contacts who are <em>not</em> in a household, you would need this check in the rules).</li>
  </ul>
  
  <p>For the <strong>action</strong>, you would need to code it such that a soft credit is created for the household that is related to the contact that added the contribution.  Or if you wanted to get a bit more flexible with it, you could code it such that the user could select the relationship that determines the soft credit.</p>
  
  <p>CiviRules allows you to enable/disable a Rule as you see fit.</p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-02-24T21:22:37.913Z
Answers.Text: Well, frTommy's solution (posted around the same time) looks like the better answer, but I'll leave this here for people who want to go the CiviRules route.
Answers.UserDisplayName: Allen Hutchison
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-02-24T21:18:39.647Z
Answers.LastActivityDate: 2016-02-24T21:18:39.647Z
Answers.UserDisplayName: Allen Hutchison
Body: <p>Since I started using CiviCRM about 5 years ago I've thought one of the biggest problem areas was related to tracking and searching for contributions based on household, which is generally how non-profit contributions should be tracked. It's been the source of many struggles at 2 or 3 orgs I have been associated with during this time.</p>
  
  <p>Soft credits have helped to some degree, but require consistent and mistake-free work. A possibly very useful solution occurred to me last night - what if any time an individual makes a contribution it automatically soft-credited the household they are a member of?</p>
  
  <p>Ideally it could be turned off and on and have the ability to control based on financial type.</p>
  
  <p>Thoughts?</p>
  
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-03-18T03:14:30.280Z
Comments.Text: Not sure if "which is generally how non-profit contributions should be tracked" is that much of a general true-ism
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-03-19T04:44:20.500Z
Comments.Text: Who doesn't track contributions by household? Would you consider a husband a non-contributor if his wife is the one who actually used her credit card for the contribution? Or would you ask one member of a household for $100 in a given fundraising campaign even if the other member regularly gives $10,000? I have worked at several non-profits and none didn't try track donations by family.
Comments.UserDisplayName: desierto
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-03-19T04:46:43.127Z
Comments.Text: It's important to treat a family as one entity for fundraising purposes... it is the norm.
Comments.UserDisplayName: desierto
Tags: <contributions><households><soft-credit>
Title: Automated soft credits based on rules
ThreadText: # Automated soft credits based on rules
  
  (Asked by: username_0 on 2016-02-24)
  
  Since I started using CiviCRM about 5 years ago I've thought one of the biggest problem areas was related to tracking and searching for contributions based on household, which is generally how non-profit contributions should be tracked. It's been the source of many struggles at 2 or 3 orgs I have been associated with during this time.
  
  Soft credits have helped to some degree, but require consistent and mistake-free work. A possibly very useful solution occurred to me last night - what if any time an individual makes a contribution it automatically soft-credited the household they are a member of?
  
  Ideally it could be turned off and on and have the ability to control based on financial type.
  
  Thoughts?
  
  **Tags:** contributions, households, soft-credit
  
  > **Comments:**
  > **username_1**: Not sure if "which is generally how non-profit contributions should be tracked" is that much of a general true-ism  
  > **username_0**: Who doesn't track contributions by household? Would you consider a husband a non-contributor if his wife is the one who actually used her credit card for the contribution? Or would you ask one member of a household for $100 in a given fundraising campaign even if the other member regularly gives $10,000? I have worked at several non-profits and none didn't try track donations by family.  
  > **username_0**: It's important to treat a family as one entity for fundraising purposes... it is the norm.  
  
  ---
  
  ## 2 answers
  
  ### Answer by username_2 on 2016-02-24. Score: 4
  
  Here is an extension that automatically creates a soft credit. I use it with my org and it works great. I'm running 4.7.2 with drupal 7.
  
  <https://github.com/PalanteJon/coop.palantetech.module.automaticsoftcredit>
  
  
  ---
  
  ### Answer by username_3 on 2016-02-24. Score: 2
  
  It is a great idea. Using [CiviRules](https://civicrm.org/extensions/civirules), you could get a good bit of the way there out of the box. To set the soft credit though, you would need to (or pay someone to) [write some code](https://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+-+how+to+make+your+own) -- you'd have to [code the **CiviRule action**](https://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Create+Your+Own+Action).
  
  For the **formula**, you'd set the trigger to "Contribution is added."
  
  For the **conditions**, you could have a couple:
  
  * "Contribution is (not) of financial type ..." and you could set the type.
  * "Contact (not) in group" and you'd select a Smart group you created for people who are in a household (if you have contacts who are *not* in a household, you would need this check in the rules).
  
  For the **action**, you would need to code it such that a soft credit is created for the household that is related to the contact that added the contribution. Or if you wanted to get a bit more flexible with it, you could code it such that the user could select the relationship that determines the soft credit.
  
  CiviRules allows you to enable/disable a Rule as you see fit.
  
  > **Comments:**
  > **username_3**: Well, username_2's solution (posted around the same time) looks like the better answer, but I'll leave this here for people who want to go the CiviRules route.  
  
  ---
  
  