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?