Individual Relationships

Note: When creating your import file, make sure you clearly define any relationship and reciprocal relationship information included in the import. In ResearchPoint, the relationship defines the relationship of the constituent to the individual or organization and the reciprocal defines the association of the individual or organization to the constituent. For example, Michael J. Simpson has his mother Jordan on his relationship tab. When you view this relationship in ResearchPoint, Relationship = "Son" and Reciprocal = "Mother."

Relationships are familial, social, or professional associations with the prospect. Successful fundraising revolves around the ability to cultivate and manage all types of relationships. When you add a relationship for a prospect, the relationship appears on both prospects' records. To view and manage the relationships for a prospect, select the Relationships section on the Biographical Information tab of the prospect's Wealth and Ratings screen.

Under Relationships, the individual relationships of the prospect appear.

When you add relationships to prospects, you specify the reciprocal relationship. If you add a relationship type of “Father” to a prospect, 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.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

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