1. In Records, click Constituents
  2. Open the appropriate constituent's record and select the Relationships tab
  3. Highlight the appropriate relationship type: Individuals, Organizations, Banks/Financial Institutions, Education/Schools, or Assigned solicitors
  4. Click New
  5. Enter the appropriate relationship information. If adding an individual or organization relationship, link the relationship record to the corresponding constituent or nonconstituent record, if one exists.
    Note: Beginning in version 7.71, when adding individual or organization relationships, you can search for existing nonconstituent relationships. On earlier versions, the relationship information must be re-entered for each constituent record to which the relationship is being added. 
  6. Click Save and Close on the relationship record
  7. Click Save and Close on the constituent record