The table below explains the items on the Add relationship screen. For information about how to access this screen, see Add Individual Relationships for a Constituent Group or Household.
|
Screen Item |
Description |
|
Related constituent |
Search for the individual to add as a relationship. If the individual is not already a constituent in the database,you can add the constituent from the search screen. If you know the individual is not already a constituent, click Add in this field to add the constituent. |
|
[Group or household] is the |
Select the constituent’s affiliation to the related individual. |
|
[Individual] is the |
Select the individual’s affiliation to the constituent group or household. Your organization’s common reciprocal relationships for a selected relationship type appear at the top of the list. For example, if you select that a household is a Friend, the related individual displays Friend first, since it is the most common reciprocal for Friend. However, you can select another relationship type if necessary. |
|
Start date and End date |
Enter the dates the relationship begins and ends. If the relationship is for an undetermined length of time, leave the End date field blank. |
|
Comments |
Enter any additional information to record about the relationship. |