1. On an open record, click on Constituent (or Gift, Action, Participant, etc.). (Note: If default sets are available to apply, they'll be an option on the record type menu.)
  2. Select Load Defaults From...
  3. In the new window, highlight the desired set to use.
  4. At the bottom, mark Load default values now.
  5. Click OK.
  6. Save and close the record.
  7. On the next record to apply the default set, place the cursor in a field and press Shift and F2. The values should load.

For hosted clients:
  • First, follow the numbered steps above.
  • If using Chrome browser, switch to Internet Explorer or Firefox and try the numbered steps above.
  • If Blackbaud NetCommunity is present and you can see NetCommunity in the left Raiser's Edge menu, exit and sign out of The Raiser's Edge. Log back into The Raiser's Edge selecting the orange RE icon that says The Raiser's Edge (not the NetCommunity plugin one). Attempt the numbered steps above again.
  • If loading the default set, switching browsers, and ensuring that you're not in the Raiser's Edge - NetCommunity plug-in does not resolve the issue, please Contact Support and reference this article.