Unable to open an existing relationship record

When attempting to open an existing relationship from the Relationship tab of a constituent record, a new relationship record appears rather than the relationship the user attempts to open. Users may also find that no window opens when clicking to open an existing relationship record. This occurs if no filters are selected and <All> is highlighted on the left column for the relationship types to display.

 
  1. On the Relationships tab of the constituent record, right-click in the space where relationships would be/are listed.
  2. Select Columns.
  3. Note existing columns listed and remove all columns except Name from the right side by using the arrows to move them back to the left side
  4. Click OK.
  5. Click Save and Close on the constituent's record.
  6. Re-open the constituent record.
  7. Select the Relationships tab and repeat Step 1-4 to Add the columns removed in Step 3.
  8. Double-click the desired relationship to open. 

Steps to Duplicate

  1. On a constituent record, select the Relationships tab.
  2. Double-click to open an existing relationship record. A window for a new relationship record appears or no window appears rather than opening the selected relationship record. 

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