Creating relationships between constituents
In this article:
- Adding and editing relationships
- Removing relationships
- Sharing contact information between related constituents
- Relationships and related gifts
As you develop and deepen your personal relationships with your constituents, the need to manage constituents as individuals increases. Making the decision to track your constituents as individuals hinges on the ability to effectively manage relationships.
Adding and editing relationships
LGL provides a simple yet flexible way to create relationships between constituents.
On every constituent details page, you will see a Relationships section. You can add new relationships by clicking the Add relationships button or the Edit relationships button if any relationships are already defined:
You can also edit relationships for a constituent from within search results on the Constituents tab by clicking the Actions button for that constituent:
This will bring up the Relationships form, to which you can add one or more entries.
From here, you want to select another constituent (find it in the database or create a new one) for this relationship, and then define the nature of the relationship:
You can add as many relationships as you want, by clicking the Add another relationship button, and then you can reorder them by dragging them up and down the list:
If you ever need to edit a relationship, just pull up this form, rename the values describing the relationship, and then save the form.
You can also edit relationships for a constituent from within search results, as shown here:
This Knowledge Base article on employee-employer relationships explains another type of relationship you might want to track in LGL.
To remove a relationship, click the Edit relationships button and then click on the red X icon:
Then click Save to update the constituent record and remove the relationship.
Sharing contact information between related constituents
You can share address and phone number information from the primary record to the related record.
Shared contact information will automatically appear on the related constituent's record, and it will be updated whenever you change that information for the source constituent.
Relationships and related gifts
When entering a gift for a constituent that has related records associated with it, you can choose from a drop-down menu of related constituents to add a related gift.
Note: If the constituent to whom you'd like to add a related gift is not yet in your database or is not yet related to your donor, you can choose to add a new constituent or find an existing one.
Once selected, you can choose what type of related gift you'd like to add (soft credit, in honor of, in memory of, or matching). Read more about related gifts.