How do I choose a default tab for the Contact Information grid? (includes video demo)

Users can now set a user option to determine which tab of the contact information grid is selected by default when you access a constituent record. This allows you to have the most relevant or most used information view-able when you access records. Keep in mind, this is a user option and only applies to your the Raiser's Edge username.

How do I set the user option for phones grid?
1. Click Tools on the Raiser's Edge bar
2. Select User Options
3. Select the Records tab
4. Highlight Phone/Email on the left-hand side
5. Under the Default tab, select the contact information you would like displayed

Check out this video to see a step-by-step demo:

Environment

 7.95

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.