Add an individual relationship for an organization constituent
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Open the record of the organization constituent with the relationship to add. For information about how to open a constituent record, see Constituent Search. |
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2.
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Select the Relationships tab, and then click Relationships. |
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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 add the constituent from the search screen. |
Note: If you know the individual is not already a constituent, click Add in the Related individual field.
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5.
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Under Relationship, select the association each constituent has with the other and 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 the organization is the Employer, the related individual displays Employee first, since it is the most common reciprocal relationship for Employer. However, you can select another relationship type if necessary.
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Under General, select whether the organization is the primary business for the related individual. |
If the organization is a matching gift company and has matching options set up on the Organization tab of its constituent record to match gifts for the related individual, select This organization will match contributions for this relationship.
If the individual replaces a previous relationship, select This replaces the relationship with and select the former organization relationship to replace. After you save, an end date is automatically added to the relationship you replaced.
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Under Comments, enter any additional information about the relationship. |
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Select the Employment and contact information tab. |
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If the individual is an employee of the organization, under Employment information, enter details about the employement, such as job title, career level, schedule, department, and responsibilities. |
Note: All individual relationships with employment information appear on the Employment history page, accessed from the Relationships tab of the organization. For information, see Employment History.
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Under Contact, select whether the individual is a contact for the organization. If you select Individual is a contact, select the contact type and whether the related individual is the primary contact for the organization. |
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By default, the Contact address, Contact phone, and Contact email address fields display the primary information of the organization. To use a different contact information for the individual as an organization contact, click Edit and enter the contact information. To remove contact information, click Remove. If no contact information is specified or you remove existing information, click Addto add an address, phone number, or email address for the contact relationship. |
The contact information entered here appears on the Contact tab of the individual’s constituent record. If you delete the individual’s constituent record, the contact information remains on the relationship.
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12.
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Click Save. You return to the Relationships tab. |