To mark the primary alumni record of a constituent when one does not exist:

 
     
    • Select the Relationships tab
       
    • In the left frame, highlight Education/Schools
       
    • In the right frame, double-click the education record to display on the Education button
       
    • On the School tab, mark Primary alumni information
       
    • Click Save and Close
       
     

    To change the constituent's primary alumni record:

     
       
      • Open the appropriate constituent record
         
      • Select the Bio 1 tab
         
      • Click the Education button
         
      • On the School tab, unmark the Primary alumni information checkbox
         
      • Click Save and Close
         
      • Select the Relationships tab
         
      • In the left frame, highlight Education/Schools
         
      • In the right frame, double-click the education record to display on the Education button
         
      • On the School tab, mark Primary alumni information
         
      • Click Save and Close
         
       

      To mark an individual relationship's education record as the primary alumni record:

       
         
        • In Records, click Constituents
           
        • Open the appropriate constituent record
           
        • On the Relationships tab, open the appropriate individual relationship
           
        • On the General 1 tab, click Education
           
        • On the Education Information for [Relationship Name] screen, open the appropriate education record
           
        • On the School tab, mark the Primary alumni information checkbox
           
        • Click Save and Close
           
        • On the Education Information for [Relationship Name] screen, click Close
           
        • Save and close the individual relationship record
           
        • Save and close the constituent record

        To mark multiple relationship's education record as the primary alumni record:
        1. Please refer to BB116622