1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the account name (we can search the Account Name for either person who will be in the relationship)
  4. Click Relationships
  5. Click New Relationship
  6. Select the Relationship Type from the drop down menu
  7. Below the Choose Accounts heading, select the role that this account will be in this relationship
  8. Click Select Related Account
  9. Search for and click on the related Account Name
  10. Below the Additional Information heading, select the participant who will match the gifts from the drop down menu; we can also enter the terms for the matching gifts
  11. Click Save and Go to Relationships