Adding Constituent Relationships
We know you have extensive data on relatives and family members in your database. EverTrue now offers the ability to display family members on a constituent profile. Family members can even include hyperlinks to their relatives profiles if an ID is included.
To enable relationships:
- Email firstname.lastname@example.org and tell us that you would like to begin importing constituent relationships.
- Review the Constituent File Guide and add the three relationships fields to your import file.
- Once we have enabled the feature, import your new file and review the data in EverTrue
You may include as many relationships as you need, but if you plan on importing more than 10 relationship sets per constituent, please contact us.