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Author Topic: Missing record tabs & allowing someone to edit Organization contact's records  (Read 494 times)

Rob McCausland

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  • Posts: 33
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  • CiviCRM version: 3.3.5
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Missing record tabs & allowing someone to edit Organization contact's records
February 28, 2011, 06:16:23 am
[ cross-posted in Using Profiles ]

Hi, all -

I'm trying to figure out how to set it up so that a designated individual is able to edit his/her related Organization contact record (and only their related record).  I see from a 3-year old topic thread here (How to enable a Drupal User to edit their own CiviCRM info with a Profile?) that the solution appears to be making a "Relationship" connection between the two records via the contact records "Relationship" tab.

However, my Relationship tabs - all tabs in fact - have disappeared.  I saw them upon initial install, but something I've done in the last three weeks seems to have removed them.  I've seen another thread about missing tabs related to IE7 - but I'm using Firefox, Safari, and Chrome, and the tabs are gone in all of them.

Any helpful pointers here?

Thanks.

~Rob McCausland

Rob McCausland

  • I post occasionally
  • **
  • Posts: 33
  • Karma: 0
    • Community Media Database
  • CiviCRM version: 3.3.5
  • CMS version: Drupal 6.20
  • MySQL version: 5
  • PHP version: 5.2
Re: Missing record tabs & allowing someone to edit Organization contact's records
February 28, 2011, 04:23:46 pm
[cross-posted in Using Profiles]

I think I've figured this out.  I stumbled around and found my relationship tab for 1 test record - set the relationship - and am sure from its wording that it allows the editing privilege I need (thank you, Dave Greenberg, from the 2008 thread). 

But then... I brought up another record, and couldn't find its tabs!

More stumbling around - then I accidently discovers - it seems tabs do not appear when an admin (me) chooses edit from a contacts search result, but they do appear when choosing views from that same search result.

Is this just something weird about my own installation/configuration, or is this possibly universal behavior?  Whichever, has it ever previously been noted and documented anywhere? Perhaps if not as a bug, or a feature request, it could just simply be a helpful note stating, "By the way, access to tabs may only be available via the View link if your configuration is... (x)."

Thank you all for your kind indulgence.

~ Rob
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  • Missing record tabs & allowing someone to edit Organization contact's records

This forum was archived on 2017-11-26.