• Open the organization record

    • Select the Relationship tab

    • Open the appropriate individual relationship

    • Add the addressee/salutation to the contact

      • If the contact is a nonconstituent, select the General 2 tab and select the appropriate addressees/salutations

      • If the contact is linked to an individual constituent record, select Relationships, Go to [Constituent Name]. On the constituent record, select the Addressees/Salutations tab and select the appropriate addressees/salutations.


      • Save and close the records