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How to Set up Individual Constituents Settings

Learn more about the settings available to adjust for individual constituents

1. 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

2. 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.

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.

If you want to customize a specific fundraiser's settings, click here to learn how.

Frequently Asked Questions

Q: Can you set more than one Constituent Code? 

A: Unfortunately no, not at this time.

Q: Can we configure how our integration matches to existing constituents?

A: Our new logic no longer requires any configuration, it is handled automatically. Learn more about how our constituent match logic works here.

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.