The table below explains the items on the Add relationship screen. For information about how to access this screen, see Add Organization Relationships for a Constituent Group or Household.
|
Screen Item |
Description |
|
Related organization |
Search for the organization to add as a relationship. For information about the items on the Organization Search screen, see Constituent Search Screen. If the organization is not already a constituent, you can add the constituent from the search screen. |
|
[Group/household] is the |
Select the group or household’s affiliation to the organization. |
|
[Related organization] is the |
Select the organization’s affiliation to the group or household. |
|
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 organization will match contributions for this relationship |
Select whether the organization match contributions for revenue from the group or household. |
|
Comment |
Enter any additional information to record about the relationship. |