From the constituent record, you can view a constituent's familial, social, or professional associations. From the Relationships tab, click Relationships. The individual, organization, group, household relationships, and employment history of the constituent appear.
| • | Individual relationships are the people with whom the constituent is associated, such as a spouse, friend, family member, or business associate. |
| • | Organization relationships are the businesses, churches, agencies, and other organizations that have an association with the constituent. For example, a constituent can be a member of cultural organization, an employee of an business, or a board member of a nonprofit organization. |
| • | Household relationships show the association between constituent households and the constituents included in the households. A household can have multiple constituents as members, but a constituent can be a member of only one household. |
| • | Group relationships show the association between constituents and the constituent groups to which they belong. Group relationships include families made up of multiple households, giving circles, and family foundations. |
| • | Employment history allows you to track the employment history for constituents which includes job title, job category, and career level information. For organization constituents, you can view all employees, past and present. For individual constituents, you can view a work history. You can use the employment history information as an added dimension in cultivation and solicitation. For example, you might hold a special networking event for individuals with jobs in similar categories. |
When you add relationships to constituents, you specify the reciprocal relationship. If you add a relationship type of “Father” to a constituent, the reciprocal relationship might be “Son” or “Daughter.” The most common relationship pairs become the default reciprocal relationships. If your organization has more father/daughter pairs than father/son pairs, the default reciprocal relationship when you add a relationship type of “Father” will be “Daughter.” However, you can still select “Son” or any other value for the reciprocal relationship.
For each relationship in the grid, you can view the name and type of the related constituent, the relationship type, the start and end dates of the relationship. To help find a specific relationship, you can filter the relationships that appear. On the action bar, click Filter, select the criteria of the relationship to view, and click Apply. You can select to view only current or contact relationships and those of a specific relationship type.
You can also limit the relationships that appear in the grid to individuals, organizations, groups, households, or any combination of these relationship categories.
To view additional detail information about a relationship, select the item in the grid and click Show Details on the action bar. The Details window appears and displays additional information, based on relationship type. For example, for individual relationships, you can view whether the relation is the spouse of or shares a household with the constituent. For organization relationships, you can view whether the constituent is a contact for the organization, the position the constituent holds with the organization, whether the organization is the primary business for the constituent, and whether the organization matches the constituent’s gifts.
From the grid, you can also manage the relationships of the constituent.
Add Individual Relationships for an Individual Constituent
Add Individual Relationships for an Organization Constituent
Add Individual Relationships for a Constituent Group or Household
Edit an Individual Relationship for a Constituent
Delete an Individual Relationship for a Constituent
Add Organization Relationships for an Individual Constituent
Add Organization Relationships for an Organization Constituent
Add Organization Relationships for a Constituent Group or Household
Edit an Organization Relationship for a Constituent
Delete an Organization Relationship for a Constituent
Add Group or Household Relationships for a Constituent