How to un-link a record between Raiser's Edge and Core in Connect RE

How to break the link between a Raiser's Edge record and a record in Core while in ConnectRE
1. Click on Connect Raiser's Edge in the Navigation Bar
2. Click on Settings (Gear Icon in upper right corner)
3. Scroll down to the bottom of the settings menu
4. Click "I actually need the advanced setup settings" link 
5. Click "I know what I am doing"
6. See Unlink a record as first choice
  1. Click "Find a record" under Raiser's Edge Record
  2. Find the constituent record and open
  3. The corresponding linked "on" products record will appear as a clickable link (click the link to open the record in Core)
  4. Click Save Changes

Steps to Duplicate



 

Environment

 Raiser's Edge
 Connect RE, ON

Was this article helpful?