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Viewing the Contribution Match in

UNDER REVIEW

To view the contribution match in Aegis CRM, you will need to do the following:

  1. Bring up the partner who made the initial matching gift transaction.
  2. Click on the Soft Credits link from the Activity panel of the partner record. The Activity: Soft Credits section will be displayed, which will be similar to the following:

  3. Click on the View link to see the recorded transaction:

 
 

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