When working in the Raiser's Edge <-> Sphere Connector, a Raiser's Edge user must find a constituent to link the donation or registration to. This article describes how you can edit the data brought in from Sphere for each transaction before processing.
The Raiser's Edge <-> Sphere Connector with the desired Transaction window open
1. Select a transaction from the list 2. If the Linked Constituent box is empty, click Find or Create New to populate that box 3. Once the Linked Constituent box is populated, click Edit 4. The New Value column reports the information set to override the Raiser's Edge value. Click in the New Value box for a given field to change that information to the desired value. 5. Click Save and Close
This method ensures that processing the transaction will update your constituent records exactly as needed.