Color Legend options are not reflected on the constituent record

Colors chosen in the gift or relationship legend do not appear on the record
Change the hierarchy of the Legend Options:

    • Select Tools, User Options from the menu bar
    • Select the Colors tab
    • Highlight Legends in the left frame
    • Click View Gift Legend or click View Relationship Legend
    • Highlight the appropriate legend option and click the up or down arrow buttons to change the order
    • Click OK to save the order
    • Click OK to save the legends



      For example, a spouse is both an individual and a spouse relationship. The spouse takes the color of the Legend Option highest in the list. If the Individuals option shows up first, the spouse will always be the same color as individual relationships. To correct this, move the Spouse option before the Individuals option in the list:

      1. Select Tools, User Options from the menu bar
      2. Select the Colors tab
      3. Highlight Legends in the left frame
      4. Click View Relationship Legend
      5. Highlight Spouse and click the up arrow button until it comes before the Individuals option
      6. Click OK to save the order
      7. Click OK to save the legends


        The same holds true for gifts. Soft Credits are both a cash and soft credit gift. Move the Soft Credits option to come before the Cash option.


      Environment

       Reported in version 7.71.936

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