To link records manually:

    • In Records, click Constituents
    • Open the constituent record where one of the relationship records resides
    • On the Relationships tab, open the appropriate relationship record
    • On the General 1 tab in the Last name field, click the binoculars
    • On the Open screen, mark the Display nonconstituents checkbox
    • Enter the appropriate criteria and click Find Now to search for the other nonconstituent relationship record
    • Select the record and click Open
    • Save and close the relationship record
    • Save and close the constituent record


    To link records globally:


    Run the Nonconstituent Merge Utility