How To Add an Organization Relationship

Organizations can be linked to individuals (external to your organization) through relationships. You can also view relationships by organization with the Relationship Report (by organization) in Reports>Pre-Award.

1. Open Contacts>Organizations.
2. Click an organization name.
3. Open the Relationships tab>Individuals.
4. Click the  (Create icon) in the Icon Bar.
5. Add the individual's Relationship to the organization (optional).
6. Check the checkboxes to select the individual(s) to add. This list pulls from Contacts>Individuals.
   
7. Click Add.