Set up the Student criteria in Integration Setup so that the students meet the criteria and appear automatically in the grid:
- Select Integration, Setup Integration with The Raiser's Edge.
- Select Students.
- Mark add Student as Raiser's Edge Constituents.
- Filter on the appropriate Student Current Grade Levels, Current Statuses, and Current Schools, to include.
- Return to the Link Records grid and the students should automatically appear in the grid to be added/linked as Constituents (C) instead of as Non-Constituents (NC).
If the record still does not appear correctly, open the affected student record(s) in Records, Students to verify the following three fields have the appropriate values: Current Grade; Current Status;Current School