Relationships: Connecting The Dots Around A Constituent

Steve Stegelin

To enhance your fundraising efforts and interactions, you can track detailed information about a constituent's relationships with other individuals and organization, such as family, friends, and employers. The more relationships you track, the more connections between your constituents become evident, similar to a profile on LinkedIn.

 
On a constituent's record, you can view their related individuals and organizations under Relationships. For each individual or organization, you can view how they're related to the constituent — such as Wife or Employer — and, if applicable, when the relationship occurred. With this information, you can:

• Give your interactions with the constituent more meaning and context.
• Identify prospective donors and volunteers.
• Track potential leads to help cultivate giving — from both the constituent and the related individual or organization!

To save a new relationship to the constituent, select Add, and choose whether to add an Individual relationship or Organization relationship. When you add a constituent's relationship with an individual or organization, you can save details including:

• How the constituent and the individual or organization are related to each other
• The dates of the relationship, such as for employment or with an ex-spouse
• Other pertinent details you find important

For a relationship between an individual and an organization, you can also track:

• Whether the individual acts as a contact at the organization
• The individual's position or job title at the organization

To help avoid duplicate data entry, we recommend you first search for the related individual or organization when you add their relationship to the constituent. If they aren't in your database, you can select Add (the plus sign) to create their record. When you add a new individual or organization, you can save their name, contact information, and any demographic details.


For more information, check out the Relationships Help.

Bill Connors

Steve, there doesn't appear to be an option when adding these new relationships whether to add them as constituents or non-constituent relationships only.  Correct?  Which are they added as?  Does this indicate the future direction of RE NXT where everyone is/doesn't have to be a constituent, especially in a world where we're charged by constituent count?  (My testing indicates they are only added as non-constituent relationships, but I wanted to confirm.  Presumably to add a new relationship that should be a constituent would still require for now the new constituent to first be added to the DB view?)  And finally, presumably these web view-added relationships synch with the database view?  Thanks.