Product: EventOmatic 

Description: This solution describes how to apply a participant default set
Environment: All
Version: All

Answer:

To create a default set in The Raiser’s Edge, select Tools, Organize/Create Defaults from the menu bar. Highlight the appropriate record type (e.g. Participants) and click New. Enter all of the values you would like to auto-fill on the record, name and then save the Default Set.

To apply a default set while adding a participant, guest, or sponsor

  1. Right click in the EventOmatic screen and select either Add participant, Add sponsor, Add spouse as guest, Add guest, or Add placeholder guests
  2. When adding a new participant or sponsor, you will first be prompted for whether the new participant is an individual or organization.
  3. Then you will be prompted to apply a default set to the new participant.
  4. Select the desired default set from the drop down and click Apply.


To apply a default set to an existing participant

  1. Highlight the participant(s) in the EOM screen.
  2. Right click and select Apply participant default set. Select the desired default set from the menu.


For more detailed information regarding EventOmatic, please refer to the User Guide for EventOmatic.