In certain situations, required fields in The Raiser’s Edge are considered when downloading transactions from Blackbaud NetCommunity. Other times, they are not considered. Be aware of these situations.
| • | When you process transactions for sign-ups, donations, volunteer requests, and event registrations in bulk by selecting Select All, required fields are not considered. A new constituent record is created without required data. |
Note: This example assumes you did not select Bypass required fields on the Options tab on a bulk process screen.
| For example, The Raiser’s Edge requires that all constituent records contain the attribute “Retirement Date” with the corresponding date. Bill Smith makes a donation on your website and does not include his retirement date information. When you download donations, a constituent record for Bill Smith is created in The Raiser’s Edge. |
| • | When you link or create records for sign-ups, profile updates, donations, volunteer requests, event registrations, memberships, and advocacies, a record is first linked or created using the first name (if available), last name, email address, and constituent code. After you search for a constituent record in the database and click Link Constituent (for existing records) or Create New (to create a record), the transaction refreshes. From this point, required fields in The Raiser’s Edge apply when you download transactions. |
| For example, The Raiser’s Edge requires constituent records contain the attribute “Retirement Date” with the corresponding date. Bill Smith makes a donation on your website and does not include his retirement date. When you open a transaction and search for a record in the database, required fields are not considered when you click Link Constituent or Create New. After this step is complete, required fields in The Raiser’s Edge apply when you process the transaction to The Raiser’s Edge. Because Bill did not enter the information on your site, you can open his constituent record and manually add the Retirement Date attribute. |