Add a Relationship to a Constituent Record

On the constituent record, under Relationships, you can add related individuals and organizations to the constituent. You can create relationships between two individuals, an organization and an individual, and two organizations.

To enhance fundraising efforts and interactions, we recommend you track a constituent's relationships with other individuals and organizations such as family, friends, employers, and so on. The more relationships you track, the more connections between your constituents become evident, similar to a profile on LinkedIn.

Tip: Don’t see the option to add constituent records? Contact your admin for rights to make this type of change. Admins! To manage who can use this feature, assign record security privileges in the database view from Admin, Security.

How to add a relationship

1. Navigate to the constituent record.

2. Under Relationships, select Add.

3. Select to add either an Individual relationship or Organization relationship.

4. Search for and select the Individual or Organization who shares the relationship with the constituent.

5. For a relationship with a new constituent, someone who does not already have a record, select the search field and then New. For more information about adding a new record, see Add a Constituent Record

6. If you're adding a relationship between two individuals, provide the following details.

   1. If the individuals are married to each other, select This individual is the spouse.

   2. Choose how the constituent and individual are related to each other, such as Mother and Daughter.

   3. Select the dates of the relationship, such as when the constituent and individual were married or divorced.

   4. Under Head of household, select whether one of the spouses is the head of household, or if you want to create this relationship without a head of household.

   5. In the Notes box, enter any pertinent details about the relationship.

7. If you're adding a relationship between an organization and an individual, provide the following details.

   1. If the individual works at the organization, select Primary employment for the individual.

   2. If the individual interacts with you on behalf of the organization, in the Contact type field, select how they represent it, such as for volunteer or corporate giving initiatives.

   3. In the Position field, enter the individual’s title or function within the organization.

   4. Choose how the organization and individual are related to each other, such as Employer and Employee.

   5. Select the dates of the relationship, such as when the individual was hired.

   6. In the Notes box, enter any pertinent details about the relationship.

8. If you're adding a relationship between two organizations, provide the following details.

   1. Choose how the organization and constituent are related to each other, such as Parent Company and Subsidiary.

   2. Select the dates of the relationship, such as when a contract begins.

   3. In the Notes box, enter any pertinent details about the relationship.

9. If Possible duplicates found appears, select it and review the list. To use an existing record rather than add a new one, select the name. For more information, see Duplicate Constituent Records.

10. Select Save.