Add Group or Household Relationships for a Constituent

From the Relationships tab of a constituent record, you can add constituent group or household relationships for the constituent. When you add a constituent group or household relationship for a constituent, the relationship appears on the Relationship tabs of both the constituent and the related group or household.

1. Open the record of the constituent with the relationship to add. For information about how to open a constituent record, see Constituent Search.

2. Select the Relationships tab.

3. On the action bar, select Add and select Group/Household. The Add a relationship screen appears. For information about the items on this screen, see Add a Relationship Screen (Constituent Group or Household Relationship for a Constituent or a Constituent Household).

4. In the Related constituent field, search for and select the group or household to add as a relationship.

5. Under Relationship, select the association the constituent and the group or household have with each other and the start and end dates of the relationship.

6. Under Comments, enter any additional information about the relationship.

7. Under Recognition credits, select whether to apply recognition credit to the constituent for revenue from the group or household, or to the group or household for revenue from the constituent. If you select to apply recognition credit to a constituent, specify the type and percentage of recognition credit the constituent receives.

8. Select Save. You return to the Relationships tab.