Users would like to add two separate constituents in a constituent batch, and link the records as relationships.
When adding new constituents that have a relationship to each other through a constituent batch, they must be entered separately, and then linked as relationships. To link the constituents as relationships:
1. Complete and commit the constituent batch 2. Open Records, Constituents. Open one of the new constituents 3. On the Relationships tab, add a new individual relationship. Search for the constituent that should be added as a relationship. When saving changes, select to reciprocate the relationship on the other constituent record 4. Save changes to the constituent and close