Viewing and Editing Gift Related Constituents – Web Client Help Center

Many gifts are related to authors, publishers, vendors, product managers, etc. This information is searchable both by Web users as well as operators of the customer service system. For example, you might use this feature to see all products authored by a specific person. This page maintains a list of constituents associated with this product.

To view and edit gift related constituents:

To view the Related Constituents screen for a gift, select Related Constituents from the Relationships tab within the gift summary.
The Related Constituents screen appears, as shown below:
For more information regarding the fields available on this screen, please see the table below.

Screen Element	Description
Relationship Type	The type of relationship of the constituent to the gift.
Name	The name of the related constituent. The name appears as a blue hyperlink. Clicking the name in the grid allows you to view more information about the relationship, as well as to edit the related constituent information.
Status	The status of the relationship.

To edit relationship information for a related constituent, select the pencil icon next to the record in the grid.
The Edit Related Constituent screen appears, as shown below:
For more information regarding the fields available on this screen, please see the table below.

Screen Element	Description
Related Constituent	The name of the related constituent.
Relationship Type	The type of relationship of the constituent to the gift. Values in the drop-down are populated based on the codes defined for the non-fixed "CUSRELATION" system type.
Relationship Category	Values in the drop-down are populated based on the codes defined for the non-fixed "CUSRELATION_CATEGORY" system type.
Status	The status of the relationship. Values in the drop-down are populated based on the codes defined for the non-fixed "RELATION_STATUS" system type.
Web Enabled	Set the option to "Yes" if you want the related customer to display in the Additional Information section on the product detail page on the web.