1. From an organization record, select the Relationships tab.
2. Select Individuals.
3. Click New Individual Relationship.
4. Select the General tab.
5. Click the binoculars to search for the individual in your database.
6. In the Relationship field, enter the relationship the individual has to the organization, such as Board Member.
7. In the Reciprocal field, enter the relationship the organization has to the individual such as Nonprofit Organization.
8. In the Date from field, enter today’s date. The Date to field can be left blank.
9. Mark the Contact checkbox and in the Contact type field, select a type such as Board.
10. Add any other necessary information.
12. Click Save and Close on the toolbar.
13. Click Yes if a message appears asking if you want to reciprocate the organization as a relationship for the individual