To establish filters and security for new transactions as they default in the download grid, use Transaction Assignments. Assignments are established by selecting a security group in The Raiser’s Edge, a filter type, and criteria in a series of steps for a transaction type. You can select to enable or disable the assignments for the current downloads
Note: You can apply Transaction Assignments to Sign-up Requests, Profile Updates, Donations, Volunteer Requests, Event Registration, Membership, and Advocacy Action transaction types. A keys graphic appears on the NetCommunity page for transaction types with transaction assignments.