| 1. | From Site explorer, click Parts. Parts appears. |
| 2. | To edit an existing part, click Click here to edit this part under Action. The Edit Part screen appears displaying the Design tab. The first section displays “Step 1.” There are a total of nine steps in a Fundraiser part. |
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 3. | In The Raiser’s Edge Fund field, click Select to select The Raiser’s Edge fund to credit donations for this Fundraiser. The Fund Search screen appears. The Goal, Start Date, End Date, and Category fields default from the fund record. |
Note: After an individual signs up as a participant or a donation is received, you can no longer change The Raiser’s Edge fund in The Raiser’s Edge Fund field.
| 4. | To synchronize the Fundraiser with data from The Raiser's Edge, select Use Fundraiser Synchronize schedule. The website updates data based on the schedule that you set on the Settings tab in Sites & settings. For more information, see Fundraiser synchronization settings. |
If you plan to include assigned solicitors (see Step 2: Fundraiser Options) in your Fundraiser, you may need to periodically re-synchronize the fund you select in this step. Clicking Synchronize Now updates any changes made on the Solicitors tab in the fund record. This updates the list of assigned solicitors in the Address Book. A solicitor (or Class Agent) updates the list when he or she visits the Address Book. For more information, see the Address Book section in Manage Participant or Solicitor Pages.
For more information about Raiser’s Edge funds, see The Raiser’s Edge Campaigns, Funds, & Appeals Data Entry Guide.
You can edit the online data on a gift record in The Raiser's Edge for a gift originally from Blackbaud NetCommunity. You can edit the gift amount, gift date, comments, and solicitor information from Blackbaud NetCommunity. When you synchronize the Fundraiser, changes made to the data in The Raiser's Edge appear in Blackbaud NetCommunity. If you edit solicitor information, you cannot distribute the gift to multiple solicitors. The gift can have only one solicitor.
Warning: To avoid duplicate data, you must click Synchronize Now before you edit online gift data in The Raiser's Edge.
| 5. | In the Administrator Roles frame, select the checkbox for each role that needs Administrator rights for participant dashboards. Users with Administrator rights can edit participant dashboards. To do this, a user with Supervisor rights must send the web page URL link from the user record (in Users) to the Administrator. The Administrator (or Supervisor) clicks the link to access the dashboard and make the necessary modifications. |
For information about the participant dashboard, see Manage Participant or Solicitor Pages. For information about roles and users, see Users & Security.