Search for the individual to add as a relationship. If the individual is not already a constituent in the database, click Add on the Individual Search screen.

If you know the individual is not already a constituent, you can click Add on the Add a relationship screen instead of first going to the search screen.

Select the constituent’s affiliation to the related individual, such as Father or Client.

Select the related individual’s affiliation to the constituent, such as Daughter or Attorney.

Your organization’s common reciprocal relationships for a selected relationship type appear at the top of the list. For example, if you select that the constituent is the Father, therelated individual displays Son and Daughter first, since they are the most common reciprocals for Father. However, you can select another relationship type if necessary.

Select the dates the relationship begins and ends. If the relationship is for an undetermined length of time, leave the End date field blank.

If the related individual is the spouse or domestic partner of the constituent, select this checkbox.

When you select this checkbox, the program automatically selects These individuals are members of the same household.

If the related individual is in the same household as the constituent, select this checkbox. If you select This is the spouse relationship for [Constituent], the program automatically selects this checkbox. If both the constituent and related individual are already members of households, this checkbox is disabled.

If neither the constituent nor the related individual are members of households, the program automatically creates a record of the new constituent household when you save the relationship. If only one of the two constituents is a member of a household, the program adds the other constituent as a member of the household.

If you select This is the spouse relationship for [Constituent] or These individuals are members of the same household and neither the constituent nor the related individual are members of households, this checkbox appears. To copy the primary contact information from the constituent to the record of the related individual, select this checkbox.

Enter any additional information to record about the relationship.

If the constituent is in a household and the relationship you add is a member of the household, you can click on the Additional relationships tab to specify the relationships between the new household member and the existing members