Error:Unable to save search results as media: Required field missing: Object when performing a WealthPoint Search from a Raiser's Edge constituent record

Error:  Unable to save search results as media: Required field missing: Object

For version 7.85: 

Click OK to the error message. The WealthPoint results should pop up once the message is gone.

For version 7.80:

Install Adobe Acrobat Reader 7

OR

  1. When the WealthPoint profile is generated, click Generate PDF Profile to open the profile in PDF format
     
  2. Select File, Save a Copy to save the PDF file to the workstation
     
  3. In the constituent record, select the Media tab
     
  4. On the action bar, click New Media
     
  5. Select Create from File to add a media object from a file previously created and saved
     
  6. Click Browse
     
  7. On the Browse screen, browse to the PDF file saved in step 2 and click Open
     
  8. Do not mark the Link checkbox
     
  9. Click OK
     
  10. On the New Media for [Constituent Name] screen in the Date field, enter a date
     
  11. In the Type field, select WealthPoint Profile
     
  12. In the Description field, enter a description for the media object
     
  13. In the Title field, enter a title for the media object
     
  14. In the Author field, enter who created the media object
     
  15. Click Save and Close
     
  16. Save and close the constituent record
     

Environment

 Duplicated in Adobe Acrobat version 10.0 Standard ; Reported in version 7.85.5026.6 using Adobe Acrobat version 9 Professional ; Duplicated in version 7.80.1122.12 ; Duplicated in Adobe Acrobat version 5.0 Standard ; Duplicated in Adobe Acrobat version 6.0 Standard

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