Constituent search displays when selecting a Role after searching for and selecting an existing Organization relationship as a Prospect Plan Participant

When attempting to search for and select an existing Prospect's Organization relationship as a Prospect Plan Participant, a user may notice that the constituent search window is re-engaged when attempting to select a Role for that Participant.  The field should instead display a drop-down of the available Participant Roles
We're currently evaluating this issue for a fix in a future release 

Workaround:  Select the Organization from the drop-down rather than searching for them in the Participants field. 

Steps to Duplicate

1.  Log-in.
2.  Go to Constituents and Add a constituent record. 
3.  On the Relationships tab, add an organization relationship record. Save. 
4.  On the Personal Info tab of your constituent from step 2, select Constituencies and Add the Major Giving Prospect constituency to make them a Prospect.
5.  On the Prospect, Plans tab, select to Add a major giving plan. 
6.  Notice in the Plan participant drop-down, the relationship from step 3 shows up. Click the magnifying glass to search for a Plan Participant and search for/select the organization constituent in the drop-down.
7.  Click in the Role field and notice it brings up the Constituent Search window.  This is incorrect and should allow you to simply select the role.  

Environment

 Blackbaud CRM
 4.0
 4.0.141.19

Was this article helpful?