1. In Integration, click Link Records with the Education Edge/Raiser's Edge.
2. When the grid loads, select Filters.
3. Filter by Record types, Current status, etc.
4. Click OK.
5. In the linking grid, select File - Save and close.
The linking grid will open with the same saved filters the next time it is accessed by the user.
Note: Settings in Set Up Integration with The Raiser's Edge also affect which records appear in the linking grid.
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