Constituent ID does not show on organisation relationships when user access to Edit Constituent ID restricted in Security

Constituent ID missing / shows as blank on organisation relationships via Relationships tab and when exporting, Occurs when the user is a member of a security group that has Edit Constituent ID unmarked.

We are currently evaluating this issue and will update this article when we have more information.

An alternative solution would be to select the option to allow users to the Edit Constituent ID in the security group.

Steps to Duplicate

  1. Create a security group in Admin > Security and unmark the Edit Constituent ID option in Records > Constituent > Miscellaneous Constituent Options
  2. Login as a user who is a member of that security group, open a constituent and on the Relationship tab open a relationship for an organisation that is a constituent in Raiser's Edge. The ID field to the right of the Organisation Name field is blank.
  3. Use the Arrow on the toolbar to open the constituent record for the organisation and the ID shows.
  4. Due to this, the ID is also blank when the organisation relationship is included in export via Relationships > Organisations > ID.  Can include Is Constituent? in the export and this is populated with Yes in the exported file


 Raiser's Edge

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