How can I get the Primary Contact to show up on an Institutions's General Tab???? I thought it used to be there but I don't see any contacts on any institutional accounts?????
Leah Anglum check out the "Show with group" in the system table – TX_CUST_TYPE_AFFILIATE. The documentation says "
Show With Group – When this box is checked, individual constituents affiliated with this affiliation type are listed in the Constituent Navigator for the group and are listed on the General tab of affiliated households or organizations.
Note: Primary affiliates of a household are always listed in the Constituent Navigator, regardless of the Show With Group setting."
Assuming you are 14.x, this is a defect. It is fixed in 15! :)
thanks, I just checked this and I think we have it set up correctly
yes, we are actually in 15 in the TEST system now so on our way to upgrading, this is great news, thanks!