In the Raiser's Edge Sphere Connector, an administrator can create transaction assignments. Transaction assignments are filters applied to incoming transactions as they load in the grid, based on The Raiser's Edge security groups. This feature allows certain users access to different processing categories in the Connector. This tool is ideal if you have transactions downloading from Sphere that you only want certain users to see in the Connector or if you have a temp who should only be processing cash donations. For example, you may want to split volunteers processing event registrants with last names A-M, and others to process N-Z. This can easily be accomplished by using Transaction Assignments in the Connector.
1. From the Sphere page in The Raiser's Edge, select Options. 2. Select Transaction Assignments from the list of Options. 3. In the Transaction Type to manage field, select the type of transaction for which you want to assign filters and security. 4. To enable assignments for current downloads, select Enable Assignments. 5. On the Assignment Filters tab, in the Security Group field, select the security group in The Raiser's Edge to associate with the transaction type. 6. In the Filter Type field, select a filter to limit transactions, e.g., "Donor Last Name Starts With". 7. In the Criteria box, select your criteria to filter transactions. Your selection in the Filter Type field determines the criteria that appear. For example, if you select "Donor Last Name Starts With" in the Filter Type field, A through Z appears in the Criteria box. 8. Click Add. The filter you created appears in the grid at the bottom.