How to Add a Relationship Between Constituents

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

1. Open the constituent profile for which you want to add a relationship.
2. Locate the "Relationships" section on the profile (top right).
3. Click the + icon.
4. A form will open for creating a new relationship.
5. Type the name of the second constituent.
6. Type the relationship status: Spouse, Child, Parent, Employer, Colleague, etc.
7. 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