From the prospect’s Wealth and Ratings page, select the Biographical Information tab.
In the Relationships section, click Add, Individual. The Add a relationship screen appears.
In the Related organization field, search for the organization to add as a relationship. If the organization is not already a constituent in the database, you can add the organization from the search screen.
If you know the organization is not already a constituent,click Add in the Related organization field.
Under Relationship, select the association the constituent and the related organization have with each other and the start and end dates of the relationship.
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.
Under Comments, enter any additional information about the relationship.
Select the Employment and contact information tab.
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.
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.
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.
Click Save.