Beta 3 pword protected and constituent context

Hi Natasha,

I can answer your 2^nd question.  The context reference only applies to what is displayed in the Constituent Navigator (the box in the header that displays all members of a group) when you open an individual constituent. If an individual is affiliated with a household and an organization, which group is displayed in the Navigator depends on how you opened the constituent record.  If you open the individual constituent record directly, it will display the primary household in the Navigator.  If you open the household first, the household group populates the Navigator, and if you then select the individual from the Navigator the household will remain in the Navigator.  If you open the organization record first, the organization group will populate the Navigator, and if you then select the individual from Navigator the organization will remain in the Navigator.  To see the help topic for the Constituent Navigator, click here.

However you get to a constituent record, all the information on the tabs of the record is the same; you can always see all affiliates of an individual on the Relationships tab.  And any time an individual is returned in search results, all groups that the individual is affiliated with are listed in a tree under the individual.

Kevin Sheehan

Senior Documentation & Learning Resources Specialist

Tessitura Network

+1 888 643 5778 x 329

ksheehan@tessituranetwork.com

Natasha,

To your first question about the Beta 3 download being password protected…

It is the case that we limit access to the early Alpha and Beta releases to those organizations that are enrolled in our Beta testing program.  We are nearing the end of the Beta phase and are planning to make the first Release Candidate version available sometime next week.  This Release Candidate version will be available to any organization to load on their Test system.  You would also have the option to put that version into production as long as you let our Support group know in advance that you intend to do so. 

Thanks for your patience and do keep an eye out for an announcement on availability of Release Candidate, coming soon.

Thanks,

Ron