How to Add a Relationship Between Constituents

Create relationships between constituents to represent family connections, workplace associations, and other links.

1. Navigate to the Constituents module.
2. Open the constituent profile for which you want to add a relationship.
3. Locate the "Relationships" tab or section on the profile.
4. Click the + icon.
5. A dialog will open for creating a new relationship.
6. Type the name of the second constituent.
7. Type the relationship status: Spouse, Child, Parent, Employer, Colleague, etc.
8. Click “Add” to create the relationship.

Relationship section on constituent profile

• Pro Tip 1: Relationships work both ways—adding a relationship automatically updates the related constituent's record
• Pro Tip 2: Use relationships to identify household wealth and multiple giving sources