Add a Relationship Screen (Organization Relationship for an Individual Constituent)

Related organization

Search for the organization to add as a relationship. For information about the items on the Organization Search screen, see Constituent Search Screen.

If the organization is not already a constituent, you can add the organization constituent from the search screen.

[Related individual] is the

Select the constituent’s affiliation to the organization, such as Employee.

[Organization] is the

Select the organization’s affiliation to the constituent, such as Employer.

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.

This is the primary business for [Related individual]

If the related organization is the primary business, such as the employer, for the individual, select this checkbox.

The organization will match contributions for this relationship

If the organization is a matching gift company and has matching gift conditions set up on the Organization tab of its constituent record to match gifts for the individual, select this checkbox.

This replaces the relationship with

If the organization replaces a previous relationship, select this checkbox and select the previous organization relationship. After you save, an end date is automatically added to the relationship you replaced.

Recognition credits

Select whether to apply recognition credit to the individual for revenue from the organization, or to the organization for revenue from the individual. If you select to apply recognition credit, specify the type and percentage of recognition credit to apply.

Comments

Enter any additional information to record about the relationship.

Employment information

If the individual is an employee at the organization, enter details about the employment, such as the job title, job category, and career level to use in analysis for future cultivation. You can also enter the employee schedule, department, division, and responsibilities if applicable.

To hide the employment relationship on your Blackbaud Internet Solutions website, select Is private.

Constituents may have multiple current jobs, but only with different organizations. All individual relationships with employment information appear on the Employment history page, accessed from the Relationships tab of the organization. For information, see Employment History.

Contact

Select whether the individual is a contact for the organization. If you select [Individual] is a contact, select whether the individual is the primary contact for the organization. When you run a communications process that includes the organization, the primary contact receives the communication.

By default, the Contact address, Contact phone, and Contact email address fields display the primary contact information of the organization. To use different contact information for the individual as an organization contact, select Editand enter the contact information. To remove a contact address, phone number, or email address, select Remove. If no contact information is specified or you remove existing information, select Add to add contact information.

Thecontact information entered here appears on the Contact tab of the individual’s constituent record. If you delete the individual’s constituent record, the contact information remains on the relationship.