Add a Relationship Screen (Constituent Group or Household Relationship for a Constituent or a Constituent Household)

Related constituent

Search for the group or household to add as a relationship.

[Constituent] is the

Select the constituent's affiliation to the related group or household.

[Constituent group] is the

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

Start date and End date

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

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.

Comments

Enter any additional information to record about the relationship.