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

If you know the individual is not already a constituent, select Add in this field to add the constituent.

Select the constituent’s affiliation to the related individual.

Select the individual’s affiliation to the constituent group or household.

Your organization’s common reciprocal relationships for a selected relationship type appear at the top of the list. For example, if you select that a household is a Friend, the related individual displays Friend first, since it is the most common reciprocal for Friend. However, you can select another relationship type if necessary.

Enter the dates the relationship begins and ends. If the relationship is for an undetermined length of time, leave the End date field blank.

Select whether to apply recognition credit to the group or household for revenue from the individual, or to the individual for revenue from the group or household. If you select to apply recognition credit to either constituent, specify the type and percentage of recognition credit the constituent receives.