Open the record of the constituent to assign to the relationship manager. For information about how to open a constituent record, see Constituent Search.
Select the Personal Info tab. Then click Constituencies.
Under Constituent relationship managers, click Add on the action bar. The Add relationship manager screen appears.
Search for and select the fundraiser to assign as the constituent relationship manager. Fundraisers are constituents with the Fundraiser constituency assigned to their constituent records.
Click Save. You return to the Constituencies tab.