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Connecting non-employees as organizational contacts

Click on Add a Relationship in the Related Actions menu to create a relationship between the organization and the contact.Choose the type of relationship you would like to add and either select an existing donor name, Add a New Donor or Select From All Donors. Next Define Relationships by selecting a relationship from the dropdown list or you can Add New Role for the relationships you are creating. Donor relationships are listed in the Relationships tab for Donors. You can also Add, Edit, Delete, Hide and move Up or Down roles in the Settings section.

Go to Settings/Fields,Lists and More/Change GiftWorks Built-In Fields/Select Relationship Roles from the Field Name list

 

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