Addressee and Salutation Fields

If you are entering directly on a Constituent Record, go to the Constituent Menu, select Default Sets, and add one or more sets of data.  Be sure that the "Load Default Values" box is checked at the bottom.  Once a Default Set is used, you can use the keyboard shortcut of Shift+F2 to load it again on another record.  RE will load the same Default Set every time you press Shift+F2 until you pick a different one from the menu...then it will load that one every time.  If you want the Default Set value for just one field, place your cursor in that field and press F2.


Default Sets are available in other areas, as well, like Gifts and Actions.


If you are entering via Constituent Batch, then you can add Default Values in Batch setup or the green row at the top.  You can also use Global Change within the Batch to change a specific field for all rows in the Batch.  And F2 works the same way in the Batch (place your cursor in the field, F2 loads the default value for that field).


Hope this helps...and if I was unclear, post again so either I or someone else can clarify!

Keli Honsberger:

We recently converted from eTapestry to RE NXT.  In the training my colleague and I both understood that when we entered a new constituent the addressee and salutation fields would be filled in based on how we identified them in the pre-implementation and cohort webinar.  As I'm entering new records I'm finding that I have to select the formats for each one.  Is there a way to set a default so I don't have to do this step for each new constituent?


Thanks,

Keli