Add an organization relationship for an individual constituent
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1.
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Open the record of the individual 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 organization field, search for and select the organization to add as a relationship. |
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Under Relationship, select the association each constituent has with the other and the start and end dates of the relationship. |
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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 whether the organization matches gifts received from the individual.
If the individual replaces a previous relationship, select This replaces the relationship with and select the former organization relationship. 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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8.
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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 employment, such as job title, career level, schedule, department, and responsibilities. |
Note: All organization relationships with employment information appear on the Employment history page, accessed from the Relationships tab of the individual. For more 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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11.
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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. |