Product: ImportOmatic
Description: This solution describes why one may see a limited view of a constituent record when opened from the duplicate search matching screen
Description: This solution describes why one may see a limited view of a constituent record when opened from the duplicate search matching screen
Environment: All
Versions: 2.0.0.12 and Higher
Answer: Versions: 2.0.0.12 and Higher
If you are running the import in Validation Mode:
In IOM version 2.0, we rolled out a "Validation Mode" that allows a user to roll back an entire import at the end if they are not satisfied with the results. Unfortunately, there is a known issue with the RE7 Transactor such that if a user opens a "full" constituent form during a transaction, it can lock other RE7 workstations until that transaction is committed. So, when we added Validation Mode as an option to IOM imports, we also changed IOM (when running in Validation Mode) to show a more limited constituent form ("ShowOKCancel") which lets you change many things on a constituent, but it does not show the gifts, relationships, action, membership, and events tabs, and it does not allow you to merge the constituent with another constituent.
If you are not running the import in Validation Mode:
Non-constituent records do not have many of the tabs that full constituent records have. These include the gifts, relationships, action, membership, and events tabs. If you are opening a non-constituent relationship record from the duplicate searching screen, you will not see those tabs.