Connect RE downloads faculty members that are not selected in Setup options

Employees who have roles in Core that are not selected in Setup Options are coming through as new constituents during the sync with Connect RE. 

This issue was resolved in the May 2018 release of Connect RE. Connect RE has an auto-update feature which will automatically upgrade your version when users launch the application from Raiser's Edge.

Now when changes are made in Connect RE, settings to exclude employee roles those records will be removed from the Matching section.

Steps to Duplicate

  1. Log into Raiser's Edge
  2. Click Connect RE in menu bar
  3. Click the Gear box for Settings (upper right hand corner) 
  4. Click Employees from top menu bar
  5. Click Non- teaching staff and Teacher (Any choice but Coach) 
  6. Save and exit Connect Re into another module 
  7. Log into Whipple Hill data
  8. Choose the Core Records
  9. Choose Users/Profiles
  10. Create new user
  11. Add as Coach , no other classifications
  12. Save and close
  13. Log into Raiser's Edge
  14. Click Connect RE in menu bar
  15. Allow system to finish matching
  16. See new Coach as a new record (even though this role was not chosen to add) 

Steps To Duplicate (Video) 


 Raiser's Edge
 Connect RE, ON

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