Establish options for new constituents
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1.
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On the NetCommunity Options screen, select New Constituents from the tree view on the left. On the rights, the options for sign-up information appear. |
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2.
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In the Constituent Code applied for all new constituents field, select a constituent code to assign to any downloaded constituent not already in your database in The Raiser’s Edge. |
Note: 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.
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3.
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In the Default Set applied to all new individuals field, select a default set of values for new individual records. |
To create a default set for new individual records from Blackbaud NetCommunity, click the Add New link. The New Default Set screen appears so you can select values for the individual record default set.
Note: For information about Raiser’s Edge default sets, see The Raiser’s Edge Program Basics Guide.
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4.
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In the Default Set applied to all new organizations field, select a default set of values for new organization records. |
To create a default set for new organization records from Blackbaud NetCommunity, click the Add New link. The New Default Set screen appears so you can select values for the organization record default set.
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5.
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To save your options and return to the NetCommunity page in The Raiser’s Edge, click OK. |