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Creating Links Between Related Records

Question asked by CourtneyTran on Jul 29, 2013
Latest reply on Jul 30, 2013 by CourtneyTran


Creating Links Between Related Records


     I have a donor database, and I want to be able to indicate relationships between donors. For example, a husband may donate sometimes and his wife may be a separate donor who makes a donation as well. I want to be able to indicate under, for example, John Doe's record, that he married to Mary Doe from another record (link the records in that way).

     The purpose for doing this is to be able to generate records that show the total donations from a single given household. Also, it is ideal for purposes of generating single thank you/misc. letters (if so desired) for a given household instead of a thank you letter for the wife and then a separate one for the husband, for instance.

      I am in the process of figuring it out but I find this forum extremely helpful, so I thought I'd post it in case anyone has suggestions for how this can be done. Any will be tremendously appreciated.