Hi again,
Another error question: we're finding that in the Convert to Individual procedure, it won't allow you to remove a primary type affiliation. Merging a primary affiliate works fine; but if you try to remove it, it throws an error stating that you can't, because that individual record is inheriting all its contact info from the household, and we require you to have at least 1 method of contact on each record.
I'm not sure if this is a bug exactly, or if it's just something that needs to be added to the documentation. Is the intention that if you are going to remove a primary affiliate, you would need to first make sure it has legit contact data in the individual record? Or is there some other way this was supposed to be handled that just didn't make it into the code?
Thoughts?
Thanks!
Beth
Hi Beth,
This behavior is an intended result of the contact data requirements you’ve chosen. I can certainly add some clarification to the documentation, though.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com