Search for the organization to add as a business for the individual.

To quickly find the constituent, enter the name of the organization and press Tab. If the program matches the name to an organization in the database, the organization’s name appears in the field. If the program matches the name to multiple organizations, the Organization Search screen appears and displays the matched organizations in the Results grid. Select the correct organization or start a new search.

If the organization is not already a constituent in the database, you can add the constituent from the search screen.

If you know the organization is not already a constituent, click Add in his field to add the constituent.

Select the relationship the individual has with the organization, such as Employee.

Select the relationship the organization has with the individual, such as Employer.

Enter the date the relationship between the individual and organization began such as the date the organization hires the individual, or enter the date you enter the relationship into your database.

Enter the date the relationship between the individual and organization ends, such as the date the individual resigns from the organization. If the relationship is for an undetermined duration, leave this field blank.

If the individual is a contact for the organization, select this checkbox.

If you select Individual is a contact, select the type of contact of the individual for the organization, such as Corporate Donations.

If you select Individual is a contact, this checkbox is enabled. If the individual is the primary contact for the organization, select this checkbox. When you run communications processes that include the organization, the primary contact receives the communication.

If the organization is a matching gift company that matches donations made by the individual, select this checkbox.

Under Recognition credits, select whether to apply recognition credit to the individual for revenue from the organization, or to the organization for revenue from the individual. If you select to apply recognition credit to either constituent, specify the type and percentage of recognition credit the constituent receives.