Error: An error occurred while saving relationships for [Constituent Name] - when linking constituents in ConnectRE

When matching and linking constituent records in the ConnectRE Matching Section, users will occasionally get an error that reads "An error occurred while saving relationships for [Constituent Name]".
This error can occur when the record being linked is in use (e.g. if it is open by another user), and changes cannot be written to the record. When you click the Link records button, it not only links the RE record to the ON profile, but also updates the RE record with any changes from Core. If there is something preventing those changes, an error would trigger, and the link will fail. This does not require any intervention, as the next time there is a change to the ON profile, it will still come down into ConnectRE, and the user will be able to re-link from the Key Metrics section at that time.

In some cases, users will sometimes see ALL matches triggering this error, and no links being established.  If this happens, please take a screenshot of the error and Click Chat with Support and reference this article.

Steps to Duplicate

  1. Log into Raiser's Edge and select Connect Raiser's Edge from the navigation bar
  2. Click Match Now in the Matching Section
  3. Confirm your matches, or mark the incoming record as a new person
  4. Click I'm done with matching for now
  5. Click Link records
  6. Error triggers


 Raiser's Edge

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