When both spouses are constituents:
  1. Open one of the constituent records.
  2. Click the Spouse button on the Bio 1 tab.
  3. In the Last Name field, click the binoculars icon.
  4. When the search screen appears, type in the name of the spouse and click Find Now.
  5. When the spouse's record appears in the list, highlight the correct record and click Open.
  6. The spouse's name is grayed out, indicating that the records are now linked.


When an individual and his/her organization are both constituents:
  1. Open the Individual's record.
  2. Click the Business button on the Bio 1 tab.
  3. Click the binoculars button in the Name window.
  4. When the search screen appears, type in the name of the organization and click Find Now.
  5. When the record appears in the list, highlight the correct record and click Open.
  6. The organization's name now appears to be grayed out, indicating that the records are now linked