Edit an organization relationship for a constituent

1. Open the record of the constituent with the relationship to edit. For information about how to open a constituent record, see .
2. Select the Relationships tab, and then click Relationships.
3. Under Relationships, select the organization relationship to edit.
4. On the action bar, click Edit. The Edit relationship screen appears. The items on this screen are the same as the Add a relationship screen. For information about the items on this screen, see , , or .
5. Edit the information as necessary.
6. Click Save. You return to the Relationships tab.

 

 

You are here: Overview > Constituent Records > Relationships > Relationships > Edit an Organization Relationship for a Constituent > Edit an organization relationship for a constituent