|
Screen Item |
Description |
|
Related individual |
Search for the individual to add as a relationship. If the individual is not already a constituent in the database, click Add on the Constituent Search screen. If you know the individual is not already a constituent, click Add on this field to add the constituent. |
|
[Organization] is the |
Select the organization’s affiliation to the individual, such as Employer. |
|
[Individua]l is the |
Select the individual’s affiliation to the constituent, such as Employee. 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 organization is the Employer, the related individual displays Employee first, since it is the most common reciprocal for Employer. 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. |
|
This is the primary business for [Individual] |
If the organization is the primary business, such as the employer, for the individual, select this checkbox. |
|
The organization will match contributions for this relationship |
If the organization is a matching gift company and has matching options set up on its constituent record to match gifts for the individual, select this checkbox. |
|
This replaces the relationship with |
If the individual replaces a previous relationship, select this checkbox and select the previous individual relationship. After you save, an end date is automatically added to the relationship you replaced. |
|
Comments |
Enter any additional information to record about the relationship. |
|
Employment information |
If the individual is an employee at the organization, enter details about the employment, such as the job title, job category, and career level to use in analysis for future cultivation. You can also enter the employee schedule, department, division, and responsibilities if applicable. Constituents may have multiple current jobs, but only with different organizations. All individual relationships with employment information appear on the Employment history page, accessed from the Relationships tab of the organization |
|
Contact |
Select whether the individual is a contact for the organization. If you select [Individual] is a contact, select whether the individual is the primary contact for the organization. When you run a communications process that includes the organization, the primary contact receives the communication. By default, the Contact address, Contact phone, and Contact email address fields display the primary contact information of the organization. To use different contact information for the individual as an organization contact, click Editand enter the contact information. To remove a contact address, phone number, or email address, click Remove. If no contact information is specified or you remove existing information, click Add to add contact information. Thecontact information entered here appears on the Contact tab of the individual’s constituent record. If you delete the individual’s constituent record, the contact information remains on the relationship. |