Published: 30th August 2017
This guide will show you how to add a new spousal relationship on RE.
Go to the Relationships tab. Choose Individuals from the left hand menu and then select New Individual Relationship from the top menu.
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.
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.
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.
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).
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).
Click Save and Close once you have updated the details of the spouse.