Establish options for transaction assignments
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1.
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On the NetCommunity Options screen, select Transaction Assignments from the tree view on the left. On the right, the options for assigning NetCommunity page user rights appears. |
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2.
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In the Transaction Type to manage field, select the type of download transaction to assign filters and security for. For example, select Profile Updates or Donations. |
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3.
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To enable assignments for current downloads, select Enable Assignments. If you do not want to assign filters and security for the transaction, do not select this checkbox. |
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4.
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On the Assignment Filters tab, in the Security Group field, select the security group in The Raiser’s Edge to apply to the transaction type. For example, you can select your revenue data entry group for Donations. |
To enable options on this tab, you must select Enable Assignments.
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a.
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In the Filter Type field, select a filter to limit transactions. For example, select Donor Last name Starts With. |
Note: Options in the Filter Type field vary depending on the transaction type you select in the Transaction Type to manage field. For example, the filter options for Donations are Fund, Payment Method, or Donor Last name Starts With. The filter option for Sign-up Requests is Donor Last name Starts With.
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b.
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In the Criteria box, select specific criteria to filter transactions by based on your selection in the Filter Type field. For example, if, in the Filter Type field, you select Donor Last name Starts With, A through Z appears in the Criteria box. If you select Fund for an applicable transaction type, your funds in The Raiser’s Edge appear in the box. |
Note: To select multiple criteria in this box, press Shift or Ctrl on your keyboard. With the key pressed, click the additional criteria you need with your mouse.
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c.
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After you complete Steps 1 — 3, click Add. The filter you created appears in the grid at the bottom. |
To remove individual filters, click Remove. To remove all filters for the transaction type, click Clear All Filters.
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5.
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To manage transactions that are not assigned, select the Transaction Properties tab. |
Note: Options on the Transaction Properties tab apply to the transaction type you selected in the Transaction Type to manage field.
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a.
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In the Specify the security group... field, select the security group in The Raiser’s Edge that has rights to process these transactions regardless of assignment filters. |
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b.
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In the Specify the behavior... field, to default unassigned transactions to its own tab, select Show unassigned transaction tab for Raiser's Edge users not in the security group you select. When you select this checkbox, the Make transactions read-only checkbox enables. To default unassigned transactions to a read-only tab, select this checkbox. |
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6.
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To save your options and return to the NetCommunity page in The Raiser’s Edge, click OK. |