Panorama Donor Management Constituent Profile: Relationships Tab

Relationships in Donor Management allow you to connect constituents to each other. A few different examples of reasons why you'd add relationships are as follows: 

• At your big gala event, one of your board members invited their corporate connections to sponsor a table. When you add those new constituents (the corporation and the attendees) to your Donor Management database, you can add a relationship between them and the board member that brought them to your event. 

• A husband and wife are both in your Donor Management database, but only one of them is a donor and the other is an affiliate (non-donor). You still want to keep them connected, but do not want to make a household profile. You can connect them in the relationships tab by labeling them as "spouses" and adding a note that they give separately.

• A corporate sponsor for one of your events has several employees who also attended the event. You can connect the employees via their constituent profile to the corporation's organization profile in the relationships tab. 

To add a relationship, go to the Constituent profile and click on the Relationships tab.

Click on the type of relationship that you'd like to create. 

Note that relationships are added based on Constituent Profile Type. Therefore, 

• Personal relationships (between individuals) such as husband, wife, child, daughter, friend, co-worker, colleague, etc. can all be added to Individual Relationships

• Company relationships are between Organizations and Individuals 

• Household relationships are between Individuals and Households

To add Seth's wife, we will click on "add relationship" underneath Relationships.

You will be prompted to find a constituent. If the constituent is not already in your database, you can also add a constituent at this time.

Once you search for the constituent, their information will appear, and you can select the correct constituent. 

Once the correct constituent has been selected, you will be prompted to add the relationship type. In this case, Lauren is Seth's wife, and Seth is Lauren's husband.

Once you select "Create" you will see that the relationship appears in both profiles.

In Seth's profile: 

In Lauren's profile: