The table below explains the items on the Add relationship screen. For information about how to access this screen, see Add Organization Relationships for an Organization Constituent.
|
Screen Item |
Description |
|
Related organization |
Search for and select the organization to add as a relationship. For information about the items on the Organization Search screen, see Constituent Search Screen. If the related organization is not already a constituent, you can add theconstituent from the search screen. |
|
[Organization] is the |
Select the constituent’s affiliation to the organization such as Business Partner. |
|
Constituent is the parent organization |
Select whether the constituent is the parent organization. |
|
Organization is the |
Select the related organization’s affiliation to the constituent such as Business Partner. |
|
Organization is the parent organization |
Select whether the related organization is the parent organization. |
|
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 related organization nmatches contributions for revenue from the organization constituent. |
|
Comment |
Enter any additional information to record about the relationship. |