--- title: How to Set up Individual Constituents Settings description: Learn more about the settings available to adjust for individual constituents. --- [Skip to content](https://help.trellis.org/how-to-set-up-raisers-edge-individual-constituents-settings#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en) 3. [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) # How to Set up Individual Constituents Settings ## Learn more about the settings available to adjust for individual constituents. There are two settings you can adjust when individual constituents sync to RE NXT: 1. Constituent Code 2. Default Contact Information Type Read on to learn more about each. ### **Constituent Code** When a new constituent is added, select the constituent code to associate with the individual from the drop-down list of your existing codes from Raiser’s Edge.  1. Search for the appropriate **Individual Constituent Code** for new constituents 2. Select **Set start date as date of creation** if you want the creation date to be recorded in Raiser’s Edge ![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-09-27%20at%2010-24-21%E2%80%AFPM-png.png?width=475&height=160&name=Screenshot%202024-09-27%20at%2010-24-21%E2%80%AFPM-png.png) ### **Default Contact Information Type** When new contact information is provided for an existing constituent, Trellis will not override or delete any current information. Instead, the additional contact details will be added. In this section, you can select titles for the new default information used. 1. Click the drop-down selector to choose the new **Information Type** you want to use.![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202024-09-27%20at%2010-26-38%E2%80%AFPM-png.png?width=475&height=292&name=Screenshot%202024-09-27%20at%2010-26-38%E2%80%AFPM-png.png) **Pro Tip:** Create new Default Types in Raiser’s Edge called "Trellis Address," "Trellis Email," and "Trellis Phone" to easily identify the source of the new information. When you are all finished, click **Save** to complete the Individual Constituent Settings. These will now be the default settings whenever you create a new fundraiser. --- ### **Frequently Asked Questions** #### **Can you set more than one Constituent Code?** No, not at this time. #### **Can we configure how our integration matches to existing constituents?** Our new logic no longer requires any configuration, it is handled automatically. Learn more about how our constituent match logic works here. #### **Can we control which contact informations syncs to new records?** No, not at this time. By default, any new contact information that isn't detected on the constituent will sync. #### **Is there any address standardization to ensure addresses aren't duplicated?** Yes, our system standardizes certain words to Canada Post and USPS address standards. It can also recognize common variations in address punctuation.  However, we cannot automatically detect if unit number is in the correct place. Our integration will sync the address order exactly as typed by the donor.  We recommend using a 3rd party tool within RE NXT to regularly standardize constituent addresses.  #### **Is new contact information added set as Primary?** No, we do not set new contact information as primary, in case you would like to review what is added first. #### **Can we control whether new constituents created are full or non-constituents?** No. By default, any constituents who make purchases will be full constituents. Any guest ticket holders will be created as non-constituents.  - [Admin & Reporting](https://help.trellis.org/admin-reporting?hsLang=en#main-content) - [Welcome to Trellis](https://help.trellis.org/admin-reporting?hsLang=en#welcome-to-trellis) - [Understanding Fees](https://help.trellis.org/admin-reporting?hsLang=en#understanding-fees) - [Understanding British Columbia Provincial Sales Tax](https://help.trellis.org/admin-reporting?hsLang=en#understanding-british-columbia-provincial-sales-tax) - [Reports & Exports](https://help.trellis.org/admin-reporting?hsLang=en#reports-exports) - [Troubleshooting](https://help.trellis.org/admin-reporting?hsLang=en#troubleshooting) - [Set Up and Manage Your Banking](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#main-content) - [Add Your Banking Details](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#add-your-banking-details) - [Understanding Your Payouts](https://help.trellis.org/set-up-and-manage-your-banking?hsLang=en#understanding-your-payouts) - [Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#main-content) - [Set Up Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#set-up-your-tax-receipts) - [Manage Your Tax Receipts](https://help.trellis.org/tax-receipts?hsLang=en#manage-your-tax-receipts) - [Build and Design Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#main-content) - [Build Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#build-your-fundraiser) - [Fundraiser Settings](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#fundraiser-settings) - [Manage Your Fundraiser](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#manage-your-fundraiser) - [Live Event Views](https://help.trellis.org/build-and-design-your-fundraiser?hsLang=en#live-event-views) - [Messaging & Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#main-content) - [Automated Messages](https://help.trellis.org/messaging-campaigns?hsLang=en#automated-messages) - [Creating Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#creating-messaging-campaigns) - [Manage Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#manage-your-messaging-campaigns) - [Analyze Your Messaging Campaigns](https://help.trellis.org/messaging-campaigns?hsLang=en#analyze-your-messaging-campaigns) - [Donor Experience](https://help.trellis.org/messaging-campaigns?hsLang=en#donor-experience) - [Event Ticketing](https://help.trellis.org/event-ticketing?hsLang=en#main-content) - [Set Up Your Event Tickets](https://help.trellis.org/event-ticketing?hsLang=en#set-up-your-event-tickets) - [Manage Your Attendees](https://help.trellis.org/event-ticketing?hsLang=en#manage-your-attendees) - [Post-Event Management](https://help.trellis.org/event-ticketing?hsLang=en#post-event-management) - [Donor Experience](https://help.trellis.org/event-ticketing?hsLang=en#donor-experience) - [Sponsorships](https://help.trellis.org/sponsorships?hsLang=en) - [Silent & Live Auctions](https://help.trellis.org/silent-live-auctions?hsLang=en#main-content) - [Set Up Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#set-up-your-auction) - [Manage Your Auction](https://help.trellis.org/silent-live-auctions?hsLang=en#manage-your-auction) - [Auction Close](https://help.trellis.org/silent-live-auctions?hsLang=en#auction-close) - [Donor Experience](https://help.trellis.org/silent-live-auctions?hsLang=en#donor-experience) - [Donations](https://help.trellis.org/donations?hsLang=en#main-content) - [Set Up Your Donations](https://help.trellis.org/donations?hsLang=en#set-up-your-donations) - [Donor Experience](https://help.trellis.org/donations?hsLang=en#donor-experience) - [Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#main-content) - [Set Up Your Items for Sale](https://help.trellis.org/items-for-sale?hsLang=en#set-up-your-items-for-sale) - [Raffles & 50/50](https://help.trellis.org/raffles-50-50?hsLang=en#main-content) - [How to Run a Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#how-to-run-a-raffle) - [Running a Raffle in the USA](https://help.trellis.org/raffles-50-50?hsLang=en#running-a-raffle-in-the-usa) - [Managing Your Raffle](https://help.trellis.org/raffles-50-50?hsLang=en#managing-your-raffle) - [Draw Winner & Reporting](https://help.trellis.org/raffles-50-50?hsLang=en#draw-winner-reporting) - [Donor Experience](https://help.trellis.org/raffles-50-50?hsLang=en#donor-experience) - [Raiser's Edge NXT Integration](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#main-content) - [Integration Set Up](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#integration-set-up) - [How the Integration Works](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#how-the-integration-works) - [Constituent Matching](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#constituent-matching) - [Gift Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#gift-sync) - [Event Participation Sync](https://help.trellis.org/raisers-edge-nxt-integration?hsLang=en#event-participation-sync) - [Sales Entry System (SES)](https://help.trellis.org/sales-entry-system-ses?hsLang=en) - [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#main-content) - [Introduction to the Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en#introduction-to-the-check-in-tool) - [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) - [Event Day](https://help.trellis.org/check-in-tool?hsLang=en#event-day) - [Post-Event Management](https://help.trellis.org/check-in-tool?hsLang=en#post-event-management) - [Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#main-content) - [Set Up Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#set-up-your-fund-a-need) - [Manage Your Fund-a-Need](https://help.trellis.org/fund-a-need?hsLang=en#manage-your-fund-a-need) - [Manage Pledges Post-Event](https://help.trellis.org/fund-a-need?hsLang=en#manage-pledges-post-event) - [Security, Privacy & Technology](https://help.trellis.org/security-privacy-technology?hsLang=en) - [New Features!](https://help.trellis.org/new-features?hsLang=en) - [Resources for a Successful Fundraiser](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#main-content) - [Pre-Event Planning](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#pre-event-planning) - [Trellis Feature Spotlight](https://help.trellis.org/resources-for-a-successful-fundraiser?hsLang=en#trellis-feature-spotlight) - [Support Resources for Donors](https://help.trellis.org/support-resources-for-donors?hsLang=en#main-content) - [Getting Started](https://help.trellis.org/support-resources-for-donors?hsLang=en#getting-started) - [Checkouts](https://help.trellis.org/support-resources-for-donors?hsLang=en#checkouts) - [Participating in an Auction](https://help.trellis.org/support-resources-for-donors?hsLang=en#participating-in-an-auction) [![Chill listening crop-3](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-LightGreenLeaf-01.jpg?width=117&height=55&name=Trellis-MainLogo-LightGreenLeaf-01.jpg "Chill listening crop-3")](https://trellis.org) Copyright © 2026, Trellis Social Enterprise