Add an individual relationship for a constituent group or household
|
1.
|
Open the record of the constituent group or household 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. |
|
4.
|
In the Related individual field, search for the individual to add as a relationship. If the individual is not already a constituent in the database, you can click the constituent from the search screen. |
Note: If you know the individual is not already a constituent, click Add in the Related individual field.
|
5.
|
Under Relationship, select the association each constituent has with the other, as well as the start and end dates of the relationship. |
Note: When you select a relationship, your organization’s common reciprocal relationships appear at the top of the list. For example, if you select that a household is the Friend, the related individual displays Friend first, since it is the most common reciprocal relationship for Friend. However, you can select another relationship type if necessary.
|
6.
|
Under Comments, enter any additional information about the relationship. |
|
7.
|
Click Save. You return to the Relationships tab. |