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Adding Affiliations to Constituent Records

Affiliations indicate a person's status at an institution. Affiliation types are: student, staff, faculty, or alumnae. You can create all required affiliation records for a constituent. Use the following task to create affiliations for constituents.

To create affiliations for constituents

1. From the Constituents screen, choose the constituent record, then click the Affiliation tab.
2. Click New and enter the new affiliation information.
3. Click the Primary check box to designate a primary affiliation.
4. Enter the remaining information, then choose Save Record from the application-level menu.