To better understand your constituents, track how they are related to each other.
When you add a relationship in Bloomerang CRM, you select two constituents and the type of relationship. For example, create workplace relationships (employers, employees, and coworkers), family relationships (spouses, partners, children, and siblings), relationships around indirect donations (donor-advised-funds and donor-advised-fund donors), and friendships.
In addition, you can create a household for constituents who live at the same residence.
Add Relationships
To add a relationship to a constituent:
Open the constituent’s account.
Click the down arrow and select New Relationship.
Tip: You can also click the Relationships tab.Click Search Constituent.
Enter the constituent to find and then click Search.
Click the constituent’s name.
From the first drop-down list, select a relationship.
Tip: Admin users can click Add new relationship role to create a new role while adding a new relationship.
From the second drop-down list, select a relationship.
(Optional) For donor-advised fund (DAF) relationships, you can select a checkbox to automatically soft credit the DAF donor when you enter a donation on the DAF record. Read about DAF relationships for more information.
(Optional) To add more details about this relationship, enter a Note.
Click Save. The relationship appears on the Relationships tab for both constituents.
Edit or Remove Relationships
Change how a constituent is related to another constituent on the Relationships tab and in the Relationships section:
Open the account for either constituent in the relationship.
Click Relationships.
In the Relationships section, click the arrow next to the constituent whose relationship you are changing.
To edit the relationship, click Edit. Edit the relationship as needed, and then click Save.
To delete the relationship, click Delete. In the confirmation window, click Delete.
Add, Edit, and Deactivate Custom Relationship Roles
Bloomerang CRM comes with predefined relationship roles, but you can create whatever relationships make sense for your organization, such as Parent, Child, Board Member, Big Brother, and Little Brother.
To edit relationship roles:
Click Settings.
Click Custom Data.
In the Relationships tile, click Select.
On the Relationship Roles page, add, edit, or deactivate a role:
To add a new role, click New.
To edit an existing role, click it. Make changes and click Save.
To deactivate a role, click the down arrow and Deactivate. Deactivated roles do not appear when you add relationships to a constituent.
Note: The Donor-Advised Fund and Donor-Advised Fund Contributor roles are fixed and cannot be edited or deactivated.