Connect RE downloads faculty members that are not selected in Setup options

Employees who have roles in Core that are not selected in Setup Options are coming through as new constituents during the synch with Connect RE. 
We are currently evaluating this issue and will update this article when we have more information

Steps to Duplicate

  1. Log into Raiser's Edge
  2. Click Connect RE in menu bar
  3. Click the Gear box for Settings (upper right hand corner) 
  4. Click Employees from top menu bar
  5. Click Non- teaching staff and Teacher (Any choice but Coach) 
  6. Save and exit Connect Re into another module 
  7. Log into Whipple Hill data
  8. Choose the Core Records
  9. Choose Users/Profiles
  10. Create new user
  11. Add as Coach , no other classifications
  12. Save and close
  13. Log into Raiser's Edge
  14. Click Connect RE in menu bar
  15. Allow system to finish matching
  16. See new Coach as a new record (even though this role was not chosen to add) 

Steps To Duplicate (Video) 


 Raiser's Edge
 Connect RE, ON

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