1. | Open the record of the constituent with the relationship to add. For information about how to open a constituent record, see Constituent Search. |
2. | Select the Relationships tab, and then click Relationships. |
3. | Under Relationships, click Add group/household. The Add a relationship screen appears. For information about the items on this screen, see Add a Relationship Screen (Constituent Group or Household Relationship for a Constituent or a Constituent Household). |
4. | In the Related constituent field, search for and select the group or household to add as a relationship. |
5. | Under Relationship, select the association the constituent and the group or household have with each other and the start and end dates of the relationship. |
6. | Under Comments, enter any additional information about the relationship. |
7. | Click Save. You return to the Relationships tab. |