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 solution.

  1. In Administration, click Globally Change Records
  2. From the Constituent field options, select Individual/Contact/Employee Relationship
  3. Click New Change
  4. Click Include, Selected Individual/Contact/Employee Relationship to select a query (recommended)
  5. In the Show field, select Individual/Contact/Employee Relationships
  6. Select Title 1
  7. Select Add as the Operation
  8. Select the appropriate title in the Add line
  9. Click OK
  10. Click Change Now
    Note: If globally changing the title, replace steps 9 and 10 with:
    1. Mark the Overwrite existing value checkbox to replace the value currently on the records
    2. Click OK
    3. Mark the option to Create control report
    4. Click Change Now to begin the global change

    OR

    If the titles need to be updated individually:

    1. Create a relationship query and filter on Relationships, Individual, This Individual is a Spouse = Yes
    2. Create an individual relationship export in Comma-Separated Values using the query created in step 1
    3. Export the following fields:
      • Spouse, Biographical, Import ID
      • Spouse, Biographical, Title
    4. Open the file in Excel and add the correct title information.
    5. Click Import
    6. Highlight Constituent and Individual Relationship and click New
    7. Pick the file above and select the option to Update Existing Records
    8. Select the Fields Tab and map the fields Relationship Import ID and Title 1
    9. Click Update Now