Add an organization relationship for an organization constituent

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.

 

 

You are here: Overview > Constituent Records > Relationships > Relationships > Add Organization Relationships for an Organization Constituent > Add an organization relationship for an organization constituent