View Constituent - Relationships

Relationships define meaningful connections between constituents.  These relationships may be based on general connections (friendships, acquaintances, etc.), household connections, or work or company connections.

Click the plus sign in the appropriate section to Add a Relationship.  To add a relationship, you will need to find a constituent using their name.  After identifying the constituent, you will then need to choose two roles.  Both roles define the nature of the relationship between the two constituents.

You can use the icons next to a relationship to edit the roles or notes of a relationship or to delete the relationship.