Relationship Types

You can manage the relationship types used with your accounts. For example, your organization can track familial pairs such as "parent" and "child." You may want to be specific, such as "husband" and "wife," or generic, such as "spouse" and "spouse." The more you know about your supporters and their personal networks, the more information you'll have to strengthen their relationship with your organization. Therefore, track any relationship that has value to you. This may include "friend," as well as "employer" and "employee" relationships. For example, a friend could help you secure a major gift and an employer might match gifts.

To set up relationship types, click Management, Relationship Types.

• To add a relationship type, click New Relationship Type under Tasks. Enter a role for each side of the relationship, such as "Employer" and "Employee." Click Save And.

• To reorder the relationship types, select a pair and drag and drop it to the preferred location.

• If you no longer use a relationship type, you can disable it. If you need it later, just enable it again.

When you learn about an individual's relationships, add the information to the account. For details, refer to Add a relationship.