Add/confirm a linked Extended Relationship individual or organization as a relationship on the constituent record

So prospect researchers have time to thoroughly investigate the giving potential of an extended relationship, the individuals and organizations that appear on the Extended Relationships tab of a constituent's Extended Network page are not formally linked as relationships on the constituent's record. After you determine the giving potential, you can easily promote an individual or organization to the formal position of relationship as necessary.

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

2. Under More information, select Extended relationships. The Extended Network page appears.

3. Select the Extended Relationships tab.

4. Under Extended Relationships , select the relationship to add as a relationship on the constituent’s record.

5. On the action bar, select Confirm relationship. The Add relationship screen appears.

6. Under Relationship, enter relationship information about the individual or organization.

7. Select Save. You return to the Extended Relationships tab. Under Extended Relationships, the name of the individual or organization appears in bold and italics.