Add a default relationship recognition option

1. From Revenue, select Recognition settings under Configuration.

2. Next to Default relationship recognition options, select Add.

3. Select the constituent type and relationship type. You can create additional options for other combinations of constituent and relationship types.

4. Under Recognition defaults, select the recognition credit type.

5. In Recognition credit match percent, enter the percentage of credits to default to the related constituent.

For example, if you select:

• Constituent type: “Individual”

• Relationship type: “Wife”

• Recognition credit type: “Spouse”

• Recognition credit match percent: “50.00”

When you create a new relationship of type “Wife” for an individual, the Recognition credit type field defaults to “Spouse” and Recognition credit match percent defaults to “50.00” for the reciprocal relationship, “Husband.” These settings, along with household and record recognition settings, contribute to the settings for the overall distribution of credits for the donation.

6. Select Save.