Download sign-up requests — single transaction process
When you use the single transaction process, you select each row individually to match the user with an existing Raiser’s Edge record or add the user as a new record in the database.
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From the NetCommunity page in The Raiser’s Edge, click Sign-up Requests. The Sign-up Requests Transactions screen appears. |
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On the Sign-up Requests Transactions tab, select the row to process by clicking in the Sign-up Information column. The Constituent Linking frame appears on the right and opens to the Record Linking tab. |
Tip: This tab is called Assigned Sign-up Requests Transactions 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 Sign-up Requests Transactions 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.
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In the Constituent Linking frame on the right, data from Blackbaud NetCommunity appears in the Transaction Data box. If your Constituent Matching options match a Raiser’s Edge record, Raiser’s Edge data appears in the Linked Constituent box and the Auto-matched indicator appears. To open the Raiser’s Edge record for the user, click Open Constituent. |
Tip: If duplicate records are found {Duplicates Found} appears in the Linked Constituent column. The search method is based on the settings in the Constituent Matching option. For more information, see Constituent Matching.
If you are sure the website user is the matched Raiser’s Edge constituent and do not need to change the transaction, proceed to the Transaction Constituent Code step. If the records in the Constituent Linking frame match and you want to review or edit the transaction, click Find Constituent above the Transaction Data box. A screen appears with additional data that the user submitted on your site.
If the Linked Constituent box is blank, you must link the website user with an existing Raiser’s Edge record or create a record for the user. For more information, see the next step.
Note: You can send a user an email from Sign-up Requests. For example, you can send a forgotten user ID email to a user who attempts to register again. When the website user is auto-matched to a Raiser’s Edge record that is linked to a Blackbaud NetCommunity user, the Send Linked User Email button appears. When you click this button, the email template selected in the Linked User Email option appears for you to send the email. For more information about the option, see Linked User Email.
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To search for an existing Raiser’s Edge constituent, click Find Constituent. |
Tip: If the Linked Constituent box does not have an indicator or if Auto-matched appears above the box, the Find Constituent button appears. If Linked appears above the box, the Edit Profile button appears.
A NetCommunity Transaction screen appears.
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If the user entered information in the applicable section on the sign-up form, the Biographical, Preferred Address, Primary Business, and Constituent Attributes tabs appear. On these tabs, select any fields in the Search Field column to use to process a Raiser’s Edge search. |
The fields that default with a checkbox in the Search Field column are the fields selected in the Constituent Matching option.
We recommend you use only the most useful criteria fields to search for a record. Adding too many criteria information may actually prevent you from locating a record. To clear all fields, click Clear Search Criteria.
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b.
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To include inactive Raiser’s Edge records in your search, select Display inactive constituents. |
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To include deceased Raiser’s Edge records in your search, select Display deceased constituents. |
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To search by exact criteria, select Exact match only. For example, if you select the checkbox to search for William Adamson’s record and enter “Will Adamson,” the program does not return his record because the search looks for an exact match for “William Adamson.” If you clear the checkbox, the program initiates a “begins with” search that returns the record. We recommend you use this checkbox to narrow a large list of results. |
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To begin the search, click Find Now. Results appear in the grid at the bottom of the screen. |
Results in this grid cannot exceed 100 records. Records with Has no valid address selected in The Raiser’s Edge are included in the search results.
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f.
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If a a record matches, select the row and click Link Constituent, Choose Selected Constituent. |
Note: If you edited the user’s data in the New Value column, a message appears notifying you that the download transaction has changed. To add your changes to The Raiser’s Edge, click Yes.
If an existing record does not match the sign-up request, click Link Constituent, Create New Constituent. For information about creating new constituents, see the next step.
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To create a record in The Raiser’s Edge, click Create New, Create Constituent in the Constituent Linking frame. Linked appears above the Linked Constituent box to indicate a record has been created in The Raiser’s Edge for the user. |
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To edit data the website user entered, click Create New, Create New and Edit. A screen appears to compare existing Raiser’s Edge data with the user sign-up request information. If the user entered information in the applicable section of the sign-up form, the Biographical, Preferred Address, Primary Business, and Constituent Attributes tabs appear. You can process each tab individually or all at one time. |
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b.
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For each field to update on the Raiser’s Edge record, select Process. If you clear Process for a field, the data does not download to The Raiser’s Edge. |
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Information provided by the user during the sign-up appears in the New Value column. To edit data a user entered, make changes in the appropriate row in this column. |
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Select the remaining applicable transaction options for the tab. After you are done, click Save and Close. The screen closes and you return to the Constituent Linking frame. Linked appears above the Linked Constituent box. |
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.
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In the Transaction Constituent Code frame, the constituent code selected on the part appears in the field. You can change or remove the constituent code in this field. This constituent code downloads to the Bio 2 tab of the constituent record. However, the constituent code does not duplicate if it already exists on the tab. |
If the constituent codes in the Transaction Constituent Code frame and the New Constituents option are the same, the constituent codes do not duplicate on the Bio 2 tab. If the constituent codes are different, both codes download to the constituent record. For more information about the option, see New Constituents.
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To view origin information for the sign-up, 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. |
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To process the selected sign-up, click Process Transaction. |
To save your information, but not process the transaction, click Process Transaction, Save Changes. You can process the transaction at another time.
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Repeat this procedure to individually process any sign-up requests on this screen that remain. |
Tip: To make sure you have the latest information from the website, click Refresh.
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When you finish, click Close. You return to the NetCommunity page in The Raiser’s Edge. |