1. In The Raiser's Edge, create default sets of the desired values for individual records and for organization records. Save and name the sets as Online Express sets, like "Online Express - Individual" and "Online Express - Organization".
  2. Then specify the default sets in the Online Express set-up in The Raiser's Edge:
  • Click on Online Express in the left navigation menu.
  • Click on Account in the upper right. 
  • Select Integration options.
  • Highlight Constituents in the left menu.
  • Specify the desired sets as shown. Then click OK to save.Online Express Constituent Options