Adding Constituent Relationships

We know you have extensive data on relatives and family members in your database. EverTrue offers the ability to display family members, friends, and other related types on a constituent profile. Family members can even include hyperlinks to their relatives' profiles if an ID is included.  These relationships are hyperlinked and you can click on them, bringing you to their constituent profile:

These relationships are hyperlinked and you can click on them, bringing you to their constituent profile:

If there are more than 3 relationships, you can see the option in the right corner to view all of the relationships:


To add relationships to the constituent record:

  1. Review the Constituent File Guide and add the three relationships fields to your import file. 
  2. Import your new file and review the data in EverTrue

Note: You may include as many relationships as you need, but if you plan on importing more than 10 relationship sets per constituent, please contact genius@evertrue.com.