| 1. | From Site explorer, click Parts. Parts appears. |
| 2. | To edit an existing part, click Click here to edit this part under Action. The Edit Part screen appears displaying the Design tab. The first section displays “Step 1.” There are a total of nine steps in a Fundraiser part. |
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 3. | In The Raiser’s Edge Fund field, click Select to select The Raiser’s Edge fund to credit donations for this Fundraiser. The Fund Search screen appears. The Goal, Start Date, End Date, and Category fields default from the fund record. |
Note: After an individual signs up as a participant or a donation is received, you can no longer change The Raiser’s Edge fund in The Raiser’s Edge Fund field.
| 4. | To synchronise the Fundraiser with data from The Raiser's Edge, select Use Fundraiser Synchronise schedule. The website updates data based on the schedule that you set on the Settings tab in Sites & settings. For more information, see Fundraiser synchronisation settings. |
If you plan to include assigned canvassers (see Step 2: Fundraiser Options) in your Fundraiser, you may need to periodically re-synchronise the fund you select in this step. Clicking Synchronise Now updates any changes made on the Canvassers tab in the fund record. This updates the list of assigned canvassers in the Address Book. A canvasser (or Class Agent) updates the list when he or she visits the Address Book. For more information, see the Address Book section in Manage Participant or Canvasser Pages.
For more information about Raiser’s Edge funds, see The Raiser’s Edge Campaigns, Funds, & Appeals Data Entry Guide.
You can edit the online data on a gift record in The Raiser's Edge for a gift originally from Blackbaud NetCommunity. You can edit the gift amount, gift date, comments, and canvasser information from Blackbaud NetCommunity. When you synchronise the Fundraiser, changes made to the data in The Raiser's Edge appear in Blackbaud NetCommunity. If you edit canvasser information, you cannot distribute the gift to multiple canvassers. The gift can have only one canvasser.
Warning: To avoid duplicate data, you must click Synchronise Now before you edit online gift data in The Raiser's Edge.
| 5. | In the Administrator Roles frame, select the checkbox for each role that needs Administrator rights for participant dashboards. Users with Administrator rights can edit participant dashboards. To do this, a user with Supervisor rights must send the web page URL link from the user record (in Users) to the Administrator. The Administrator (or Supervisor) clicks the link to access the dashboard and make the necessary modifications. |
For information about the participant dashboard, see Manage Participant or Canvasser Pages. For information about roles and users, see Users & Security.