How to add an individual relationship to a constituent’s record

How to add an individual relationship to a constituent’s record:

Under Relationships on the constituent’s record, select Add, Individual relationship.

In the Individual field, search for and select the person who shares the relationship with the constituent.

Tip: For a relationship with a new individual, select Add .

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

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

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

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

If Possible duplicates found appears, select it and review the list. To use an existing record rather than add a new one, select the individual's name.

Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.