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Automatically Apply Constituent Codes

From Options on the NetCommunity page, when you select a constituent code for New Constituents, the constituent code downloads automatically to The Raiser's Edge for all new constituent records processed from the program. The code does not download to existing constituent records.

Tip: Selecting a constituent code for New Constituents is optional. In The Raiser's Edge, to query on new records created from the program, we recommend you select a constituent code in New Constituents.

If you select a constituent code for the Matching Gifts option, the constituent code downloads automatically to The Raiser's Edge for all new organization records processed from a matching gift donation.