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

When using the everydayhero integration users can decide to assign an existing default set of information or create a new set to apply to new constituents and gifts. The values designated in the default set will be applied when downloading information within the plug-in. A default set can contain entries for almost every field in a record. The only time that the default value will not be applied is if a field in the default set is also included in the import file in which case the value from the import file is used.

To setup a default for new constituents that are everydayhero heroes...

1. Go to plug-ins > everydayhero plug-in
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"
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 constituents...

1. Go to plug-ins > everdayhero plug-in
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 setup a default for new gifts...

1. Go to plug-ins > everydayhero plug-in
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"*

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

Environment

 Raiser's Edge

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