Add Spousal Relationship

Published: 30th August 2017

This guide will show you how to add a new spousal relationship on RE.

Step 1

Go to the Relationships tab. Choose Individuals from the left hand menu and then select New Individual Relationship from the top menu.

Step 2

Type the surname of the individual you want to link as a spouse, and then click on the binoculars icon to the right. This will check if the spouse already has a Raiser’s Edge record.

Step 3

From the results screen, choose the correct option (if they appear in the results field) and double click to open. If you cannot find a match, choose Cancel and input the details manually.

Step 4

If you select an existing RE record, the next screen will partially auto-fill with the Biographical, Address and Contact details. If you are not linking to an existing record, you will just manually fill this information in.

Step 5

Next, in the bottom right of the screen, click on the Spouse tick-box to confirm we are adding a spousal relationship. There is also the option to mark the spouse as Head of Household (only a spouse with their own record can be designated Head of Household).

Step 6

Choose Spouse as both Relationship and Reciprocal and populate the Date from with the date of marriage (but only if we know it, this is not mandatory).

Step 7

Click Save and Close once you have updated the details of the spouse.