Use Relationships fields on the Profile Update form. This data integrates with a constituent record.
Note: Use the Profile Update form so website users can add, edit, and remove profile information. For information about how to create a form, see Create Forms. To display a form on a web page, you must include it on a Form part. For information about how to create this part, see Design Form part.
|
Element |
Record Type |
Record Field/Outcome |
|
Employment |
Individual Constituent |
Relationships tab, Edit action, Edit relationship screen An Inactive button appears beside each relationship. When a user clicks this and submits the profile update, a transaction processes to update the constituent record. On the Relationships tab, the transaction date defaults in the End date field. Note: The Employment element includes the ability to select a current employer. Therefore, when you use this element, you cannot use the Primary Employment element under Contact information. |
|
Organizations |
Individual Constituent |
Relationships tab, Edit action, Edit relationship screen An Inactive button appears beside each relationship. When a user clicks this and submits the profile update, a transaction processes to update the constituent record. On the Relationships tab, the transaction date defaults in the End date field. Note: Use this element so users can specify relationships with organizations such as volunteer or board member. |
|
Spouse |
Individual Constituent |
Relationships tab, Edit action, Edit relationship screen Users can add, edit, and remove spouse information. When a user removes a spouse and submits the profile update, a transaction processes to update the constituent record. On the Relationships tab, the type updates to the relationship type you select in the Removed spouse relationship type field when you configure integration with Blackbaud CRM. Enter the text you want to appear for the remove button in the Remove spouse label row in the Properties pane. |
For advanced properties information about these elements, see Profile Update Form: Relationships Advanced Properties.