Symptom
The “change to a constituent” checkbox is missing in non-constituent relationship screen.
Resolution
Additional Information
On-line help
Non-Constituent Relationship to a Constituent Relationship Conversion
If, after a non-constituent relationship has been created, the non-constituent becomes a constituent in Sage Millennium, that non-constituent relationship can be converted to a constituent relationship. This can be done as an update to the non-constituent relationship row.
Non-Constituent Relationship to a Constituent Relationship Conversion
If, after a non-constituent relationship has been created, the non-constituent becomes a constituent in Sage Millennium, that non-constituent relationship can be converted to a constituent relationship. This can be done as an update to the non-constituent relationship row.
- Access the relationship row for the constituent.
- Select the Update item from the row's Edit button context menu.
- Check the Change to a Constituent check box.
- Enter the newly created constituent's Id number or name (formatted Last Name/First Name (space) Middle Name;Suffix) in the Is Id text box.
- Update the Begin, End, Source and Comment fields as desired.
- Click Update.
Article Type
Product Defect
Product Line
Millennium
Product Module/Feature
Biographical
Product Version
2013.5
2013.4
Ranking