Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. If the attribute you wish to add does not already exist, create it.  The attribute type will be Individual Relationship.
  2. Create a Relationship query of the people on whose relationship records you wish to add the attribute.
  3. Go to Admin, Globally Change Records.
  4. Under Constituent, select Individual/Contact/Employee Relationship, and click the New Change button at the top.
  5. Click the Include button, and select the Relationship query you created in step 2.
  6. Under Available Fields, go to Individual Relationship Attributes and select the Attributes field beneath it.
  7. In the Edit Change Parameters window, set your Operation to Add, and enter the Category, Description, Short Desc., and Date and Comments information you wish to add.
  8. Mark the checkboxes to Create a control report, a Query of exceptions, and a Query of the change records, if desired.
  9. Click Change Now.