How to create a default set for Raiser's Edge to be used by the everydayhero plug-in

When using the everydayhero integration users can decide to assign an existing default set of information or create a new set to apply to new constituents and gifts. The values designated in the default set will be applied when downloading information within the plug-in. A default set can contain entries for almost every field in a record. The only time that the default value will not be applied is if a field in the default set is also included in the import file in which case the value from the import file is used.

To setup a default for new constituents that are everydayhero heroes...

1. Go to plug-ins > everydayhero plug-in
2. Click Settings
3. Under Settings, select "Heroes"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set
5. Mark or unmark the box to automatically Mark Heroes as Solicitors as they are added to the Raiser's Edge. If you mark this box, the "Is a solcitor" checkbox on the constituent record is marked when the record is created.

To setup a default for new constituents...

1. Go to plug-ins > everdayhero plug-in
2. Click Settings
3. Under Settings, select "Donors"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set

To setup a default for new gifts...

1. Go to plug-ins > everydayhero plug-in
2. Click Settings
3. Under Settings, select "Donations"
4. Select the Default Set applied to new individuals from the drop-down. If you'd like the create a customized default set, Select "Add New" to create and set up a new Default Set*

*Note: Users must use a default set to designate the fund, a hard-coded required field in the Raiser's Edge for all gifts. 

Environment

 Raiser's Edge

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