Constituent Relationship

Using Constituent Relationship, you can create and track relationships between different constituents. These relationships can be between individuals or individuals and organizations. For example,

Individual constituents related to one another in a household as spouses or partners
Individual constituents affiliated with multiple organizations
Individual constituents related to one another in a variety of ways like siblings, parents, friends, business associates, legal counsel, college roommates, and so on. These relationships can change over time.

Information about relationships can be very useful for a non-profit organization in terms of fund raising and program delivery. The key features of constituent relationship management include:

ability to link and track two constituents
ability to activate and deactivate relationships manually or by means of date range

Creating a Constituent Relationship

You can create a constituent relationship from the NFP CRM Center tab.

To create constituent relationship:

Go to NFP CRM Center > Constituent Management > Constituent Relationship > New.
In the Constituent Relationship page:
- From the Source Constituent list, select the first constituent.
- From the Target Constituent list, select the second constituent.
- From the Relationship Type list, select the relationship between the source and target constituents.
- Optionally, enter Start Date and End Date in the respective fields. This will make the relationship time bound.
Click Save.

If one of the constituents is an organization and the other is an individual, you can check the Add as Contact box. This will add the individual to the organization’s contact list.

Creating Relationship Labels

You can create custom relationship labels from the Relationship Labels page. For example, siblings, friends, and roommates.

To create a relationship label:

Go to NFP CRM Center > Constituent Management > Constituent Relationship > New.
Click the New icon next to the Relationship Type field.
In the Relationship Label page, enter the relationship name in the Name field.
Click Save.

Time Bound Relationships

When you add an end date to a relationship, the relationship turns inactive after the end date.

Adding Relationship from Constituent Record

You can add relationship between existing constituents from the constituent record.

To add a relationship from a constituent record:

Go to Lists > Relationships > Customer, and then click Edit next to the constituent record to which you want to add relationship.
In the Relationships subtab, select Other Relationships.
In the Constituent Relationship page
- From the Target Constituent list, select the second constituent.
- From the Relationship Type list, select the relationship between the source and target constituents.
- Optionally, enter Start Date and End Date in the respective fields. This will make the relationship time bound.
Click Save.

Viewing Constituent Relationships

You can view the relationship between constituents from the following places:

On the Constituent record, under Relationships tab, clicking Other Relationships displays a sublist with all the relationships where the constituent is either a source or a target.
As a saved search of type Constituent Relationship

Relationship Reports

A relationship report gives you the relationship of one constituent with the other. The constituents can be of type individual or organization. Following are some examples where these reports can be useful:

To get a relationship report of all board members of an organization
To get a report of all the individuals and organizations that have a relationship with a particular individual.

You can export the relationship report to an Excel or PDF format file.

To generate a relationship report:

Go to NFP CRM Center > Constituent Management > Relationship Reports.
Do one of the following:
- Select a constituent from the Constituent list and click Submit.
  
  A report of all the relationships of the selected constituents displays.
- Select a relationship from the Relationship Type list and click Submit.
  
  A report of all the constituents having the selected relationship type displays.
- Select a constituent and a relationship type from the respective lists and click Submit.
  
  A report of the constituent having the selected relationship type displays.
- Click Submit.
  
  A report of all constituent relationships displays.
To export to an Excel file, click Export to Excel.
To export to a PDF file, click Export to PDF.