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Old 02-28-2007, 09:14 AM   #1 (permalink)
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Linking funds in relationships

This is a great function in the new version, however, currently only supervisors are able to view and the permission to set the security is actually missing from the security area. Weird huh? Anyone else having this problem? I've had a guy working on it for weeks now and to no avail. We've installed the latest patch.
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Old 03-01-2007, 04:04 PM   #2 (permalink)
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Hehe, I have enterprise and the security exists. For enterprise, its under "Records" then "constituents" then "Relationships - Funds", and "Records" "Funds" "relationships - Individuals" and "relationships - Organizations".

I don't suppose they made it so you can finally import the relationships, did they? If you wouldn't mind checking
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Old 03-08-2007, 07:54 AM   #3 (permalink)
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It's looking more like this is a recurring issue as a few other of our
clients have reported the same issue. Since this is a known issue with
the new version, we are currently developing a correction for this to be
implemented in an upcoming patch. At this time I do not have the exact
patch number it will be released in or when that will be, but I do know
that it will be in the near to immediate future as this is occuring with
more than one of our clients. I have linked this case with the solution
being created so as soon as it is released, you and I will be notified.
The case will remain open until then so you can feel free to ask me any
questions you may have.
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