How to create a default set for Raiser's Edge to be used by the everydayhero plug-in

Users can configure default sets within the everydayhero plugin settings to apply to imported constituent and gift records. Default sets save data entry time by loading default values you configure into your Raiser's Edge fields on a record so you don't need to manually enter or correct data entry after importing from everydayhero.

To setup a default for new constituents that are everydayhero heroes (i.e. solicitors)...

1. Navigate to Raiser's Edge, Plugins, everydayhero integration
2. Click Settings
3. Under Settings, select "Heroes"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set
5. Mark or unmark the box to automatically Mark Heroes as Solicitors as they are added to the Raiser's Edge. If you mark this box, the "Is a solcitor" checkbox on the constituent record is marked when the record is created.

To setup a default for new donors...

1. Navigate to Raiser's Edge, Plugins, everydayhero integration
2. Click Settings
3. Under Settings, select "Donors"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set

To setup a default for new gifts...

1. Navigate to Raiser's Edge, Plugins, everydayhero integration
2. Click Settings
3. Under Settings, select "Donations"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set*

*Note: Users must use a default set to designate the fund, a required field in the Raiser's Edge for all gifts. 

Environment

 Raiser's Edge

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