Add a spouse relationship for an individual prospect

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. In the Relationships section, click Add spouse. The Add a spouse screen appears.

  3. In the Spouse field, search for the individual to add as a relationship. If the individual is not already a constituent in the database, you can add the individual from the search screen.

  4. If you know the individual is not already a constituent,click Add in the Spouse field.

  5. Under Relationship, select the association the constituent and the related individual have with each other and the start date of the relationship.

  6. Click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Relationships > Add a Spouse Relationship to Individual Prospect