In The Raiser's Edge:
  1. Click on the Sphere icon to open the Connector
  2. Click the Options link
  3. Click Constituent Matching
  4. Mark the checkboxes next to fields you wish to use as default search criteria for manual constituent matching and secondary criteria for auto-matching (after constituent ID and Sphere ID)
  5. If applicable, mark the checkbox(es) next to the following options:
    • Exact Match
    • Include Inactive
    • Include Deceased
  6. Click OK to save your changes