| 1. | On the NetCommunity Options screen, select Constituent Matching from the tree view on the left. On the right, the options for assigning NetCommunity page user rights appears. |
| 2. | Select the checkbox beside each field to search by. For example, to search by last name and nickname, select Last name and Nickname. |
| 3. | To search by exact criteria, select Exact Match. For example, if you select this 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. |
| 4. | To include inactive constituents in The Raiser’s Edge in your search, select Include Inactive. |
| 5. | To include deceased constituents in The Raiser’s Edge in your search, select Include Deceased. |
| 6. | To save your options and return to the NetCommunity page in The Raiser’s Edge, click OK. |