Relationships Page

Use relationship information to monitor connections and associations, cultivate new prospects, track matching gift information between employers and employees, and to link accounts in a household to view cumulative giving and minimize duplication in mailings.

To view the relationships for an account, click View Relationship Report under the account header and page links. This report displays a list of each relationship type and connection for the account.

Tip: You configure the relationship types you need, such as spouse, employer/employee, parent/child, and business/contact. For information about how to set up relationship types, refer to Relationship Types.