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