| 1. | From the NetCommunity page in The Raiser’s Edge, click Profile Updates. The Profile Updates Transactions screen appears. |
| 2. | On the Profile Updates tab, select the row to process by clicking in the Online Profile Information column. Depending on the profile information the user updated, a variety of tabs appear on the right. |
Tip: This tab is called Assigned Profile Updates when transaction assignments are enabled. If transaction assignments do not apply to a transaction, an Unassigned tab may appear. Follow the same steps in this procedure to process transactions on these tabs. For information about transaction assignments, see Transaction Assignments.
The Transaction Date/Status column on the Assigned Profile Updates tab defaults the date the user submitted the transaction on your website. The checked out status also appears in the column. When a Raiser’s Edge user is processing the transaction, Checked out by and Checked out on information displays. If a Raiser’s Edge user is not processing the transaction, Not Checked Out displays.
| 3. | If the user updated information in the applicable section on the profile form, the Profile Information tab on the right can include the Primary Business, Biographical, Education, Preferred Address, Spouse, Constituent Attributes, and Notes tabs. Beginning with the first tab, select Process for each field to update on the Raiser’s Edge record. If you clear Process for a field, the data in Raiser’s Edge remains the same. |
Tip: To process every field on the tab, select Select All. When you select this, every row appears with a checkbox in the Process column.
Several tabs include process options for downloading the information to The Raiser’s Edge. For more information, see Process Tabs for Profile Updates.
| 4. | Information provided by the user appears in the New Value column. The existing Raiser’s Edge data appears in the Raiser’s Edge column. To edit any data a user entered, make changes in the appropriate row in the New Value column. |
Tip: New table entries appear in bold. If you have appropriate rights, you can create a Raiser’s Edge table entry from this screen, or you can click in the row of the New Value column to select an existing table entry. To keep data consistent, it is important to try to use existing table entries.
| 5. | Repeat steps 3 and 4 for the remaining tabs. |
Warning: If you click Process Transaction, Apply Selected Updates, every field marked Process on the tabs are processed simultaneously. For more information about this button, see the Process Transaction step.
| 6. | To view origin information for the profile update, select the Details tab. In the NetCommunity Details frame, information appears such as the NetCommunity User and the NetCommunity Page where the transaction occurred. In the Transaction Details frame, information appears such as The Raiser’s Edge user that downloaded the transaction to the NetCommunity page and The Raiser’s Edge user currently using the transaction. |
| 7. | To process the information, click Process Transaction. |
To partially process a transaction, click Process Transaction, Apply Selected Updates. A partially processed transaction includes the changes that you selected Process for. If another profile update for the user downloads to Profile Updates, data can be overwritten by the second profile update.
| 8. | Repeat this procedure to process any profile updates on the Profile Updates Transactions screen that remain. |
Tip: To make sure you have the latest information from the website, click Refresh.
| 9. | To delete any transaction you do not want to process, select the row and click Delete Transaction. |
A confirmation message appears. Click Yes.
| 10. | When you finish, click Close. You return to the NetCommunity page in The Raiser’s Edge. |