We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state. In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

This can occur when the Constituent Name Format option in Records>Individuals is set to Constituent ID and the user in question is a member of a security group that has their Security by Constituency Privilege set to Allow access to only selected constituent codes.

User Options

This error will be received if the user attempts to open the Actions tab or save a Constituent record that meets any of the following criteria:
  • The Constituent has a Constituent Code that the user does not have View/Edit rights to
  • The Constituent has an Action assigned to a Solicitor that has a Constituent Code the user does not have View/Edit rights
To resolve the error, users can change the Constituent Name Format to either First Name, Last Name or Last Name, First Name by completing the following steps:
  1. Have the affected user log into The Raiser's Edge
  2. Click Tools>User Options
  3. Click the Records tab
  4. Select Individual
  5. Select First Name, Last Name or Last Name, First Name from the Constituent name format drop-down
  6. Click Apply
  7. Click OK