In The Raiser's Edge database:
  1. In Records, click Constituents
  2. Open the appropriate constituent's record and select the Relationships tab
  3. Highlight the appropriate relationship type: Individuals, Organizations, Banks/Financial Institutions, Education/Schools, or Assigned solicitors
  4. Click New
  5. Enter the appropriate relationship information. If adding an individual or organization relationship, link the relationship record to the corresponding constituent or nonconstituent record, if one exists.
    Note: Beginning in version 7.71, when adding individual or organization relationships, you can search for existing nonconstituent relationships. On earlier versions, the relationship information must be re-entered for each constituent record to which the relationship is being added. 
  6. Click Save and Close on the relationship record
  7. Click Save and Close on the constituent record
In The Raiser's Edge NXT Web View: 
  1. Open the constituent record
  2. Scroll down to Relationships
  3. Click Add
  4. Select either Individual Relationship or Organization Relationship
  5. Add the relationship information 
    • If a record exists for the relationship, enter the name in the search bar
    • If a record does not yet exist, click the plus sign (+) to add create the record
  6. Click Save