Add a relationship

To edit an existing relationship, from the account record, select Relationships in the account header. Click the relationship you want to edit. The edit relationship page appears. The items on this screen are the same as on the New Relationship page.

1. From an account record, select Relationships. The Relationships page appears.

2. To create a new relationship, click New Relationship.

3. Under Basic Information, select the relationship type and add beginning and end dates if applicable. Most relationships do not need start and end dates, but this can be useful when you track a business relationship or to keep a history of the relationship instead of deleting it.

4. Under Choose Accounts, select the role of the first account.

5. To add the relationship, click Select Related Account. The Find an Account screen appears.

6. Search for an existing account or click Add Account to create a new one.

7. Under Household Relationship, select one account as the primary to designate it as the household account. For more information about household relationships, see Households.

8. Under Additional Information, if one of the two members of this relationship is an organization that matches gifts, you can add matching gift information. Select the organization account and manually add matching gift information.

9. To create the relationship for both accounts, click Save And.