• In Records, open the constituent record
    • Select the Relationships tab
    • Open the relationship record to add as a constituent.
    • Select Relationship, Add this individual (organization) as a constituent from the menu bar
       


      Spouses can also be added as a constituent from the Spouse button:

      1. Open the constituent's record
      2. Click the Spouse button
      3. Select Relationship, Add this individual as a Constituent from the menu bar
         


        Also refer to How to determine if a spouse, child, business, or other relationship should have their own constituent record (BB8878).