Documentation Summary Tab Missing

Under the Documentation and Interactions Tab, the Documentation Summary Tab provides all note information in the database related to this constituent - Revenue notes, Membership notes, Interaction notes - so you can view and manage this information from one central location. You may notice you are not able to see the Documentation Summary Tab when accessing the Documentation and Interactions Tab on a constituent record. 
This issue has been resolved in version 5.0. All sites have been updated in April 2018. If you experience this error, please chat with support to provide the exact steps that were taken.

Steps to Duplicate

  1. In Altru 4.96, open a constituent record. 
  2. Navigate to the Documentation and Interactions Tab 
  3. Notice the "Documentation Summary Tab" does not appear. You only see the tabs for "Constituent Documentation," "Interactions," and "Surveys."


 Altru Arts & Cultural

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