Users can configure a few different settings in the RELO Options button to apply defaults and/or constituent codes to new records:

1. Navigate to the RELO plugin and select the Options button
2. Select the New Constituent Category and view the options:
     a. 'Constituent Code applied for all new constituents'- when this is the only option configured in this window new records will get the defined constituent code and a Date From (this is the date the record was processed out of the plugin.
     b. 'Default Set applied to all new individuals'- when this is the only option configured in this window and the default set has a constituent code included the new record will get the defined constituent code (no dates included).
     c. When both options are configured in this window and the default set has a constituent code included the new record will get the defined constituent code (no dates included).

NOTE: Records that are not processed as new constituents (i.e., they are merged or linked to existing records in the Raiser's Edge) no constituent code from these settings will be applied.