Search for the individual to add as a spouse or household member. To quickly find the constituent, enter the name of the constituent and press Tab. If the program matches the name to a constituent in the database, the constituent’s name appears in the field. If the program matches the name to multiple constituents, the Individual Search screen appears and displays the matched constituents in the Results grid. Select the correct constituent or start a new search.

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.

When you save the new individual constituent, the program automatically generates or updates a record of the constituent household with the individual. To copy the primary contact information of the individual constituent to the record of the household, select this checkbox. On the constituent record, the primary contact information appears on the Contact tab.

Select the relationship the individual has with the household member, such as Husband, Wife, or Partner.

Select the relationship the household member has with the individual, such as Husband, Wife, or Partner.

Enter the date the relationship between the individual and household member began such as the wedding date of a spouse relationship, or enter the date you enter the relationship into your database.

If the household member is the spouse or partner of the individual, select this checkbox.