- Ensure the bank has been added to Config - Financial Institutions before adding the relationship record.
- Exit and Sign Out of Raiser's Edge.
- Log back in and when adding the bank relationship to the constituent, use the binoculars to search for the existing bank that is now saved in Config.
- When bank details have been populated, add the account holder and account number then save and close the relationship.
- If error still occurs, contact support.
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