Add employment information to an organization (with an existing individual relationship)

1. From Prospects, open an organization record.
2. On the Relationships tab, ensure a relationship with the individual already exists.
3. Under Employment History, click Add. The Add employment information screen appears.
4. In the Relationship field, select the individual relationship.

Tip: If no individual relationships exists, or the one you want is not available, you can add the individual relationship from the Relationships tab and include the employment information.

5. Enter information about the employment, such as job title or category, career level, schedule, department, division, responsibilities, and start and end dates.
6. Click Save. You return to the Employment history page.

 

 

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