1. | Open the record of the organization 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 organization. The Add a relationship screen appears. For information about the items on this screen, see Add a Relationship Screen (Organization Relationship for an Organization Constituent). |
4. | In the Related organization field, search for and select the organization to add as a relationship. |
5. | Under Relationship, select the association each constituent has with the other, specify the parent organization, and select the start and end dates of the relationship. |
6. | Under General, select whether the related organization matches revenue from the organization constituent. |
7. | Under Comments, enter any additional information about the relationship. |
8. | Click Save. You return to the Relationships tab. |