Relationships

Relationships are familial, social, or professional associations with the constituent. Successful fundraising revolves around the ability to cultivate and manage all types of relationships. When you add a relationship for a constituent, the relationship appears on both constituents’ Relationships tabs. To view and manage the relationships for a constituent, select the Relationships tab.

You can also view an employment history of an individual or organization constituent. For more information, see Employment History.

Note: To view a hierarchal view of the relationships entered on the Relationships tab, select Extended Network under More information. For information about the items on this page, see Extended Network.

• Under Relationships, the individual, organization, group, household relationships, and employment history of the constituent appear.

• Under Group member, if the constituent is a member of a group or household, you can view information about the membership. You can also view information about previous memberships.