How to link Members to Raiser's Edge

  1. Select the research group containing the member to link to a Raiser's Edge constituent.
  2. Select the The Raiser's Edge Integration tab.
  3. Any constituents included in the group not linked to a constituent record in The Raiser's Edge display in the Unlinked constituents grid. In this grid, select the constituent to link.
  4. Click Link with The Raiser's Edge (A search screen will appear with information about the constituent populated into appropriate fields)

    Note: A new constituent can be added from here by clicking the Add button (This will create a new Constituent in Raiser's Edge)

  5. Click Search.
  6. Select the appropriate constituent to link to and choose open

    Note: The group member will now appear in the Linked Constituent grid

How to unlink a Member from Raiser's Edge

  1. Select the research group containing the member to unlink from a Raiser's Edge constituent (How to open an existing group).
  2. Select the The Raiser's Edge Integration tab.
  3. Choose the constituent to unlink from the Linked Constituents grid
  4. Unlink with The Raiser's Edge

    Note:The group member will now appear in the Unlinked Constituent grid