Have Non-constituent Spousal Records or Individual Relationships have their business affiliation reciprocated within the org's RE record

I would like for John Doe's, who is the main RE individual constituent record, wife, Jane Doe to show up as a Trustee in XYZ Foundation's RE organization record. Within Jane Doe's spousal record, I have linked XYZ Foundation under Jane Doe's Business Affiliations. The only caveat is, that when I go to the XYZ Foundation's RE organization record, Jane Doe does not show up under 'Relationships' within the organization's record. Therefore, currently, I am going to have to create a 'new individual relationship' for Jane Doe within the XYZ Foundation's RE organization record in order for Jane Doe to show up as a Trustee for the Foundation, since linking the XYZ Foundation within Jane Doe's spousal record did not show up within the XYZ Foundation's RE organization record.

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  • Feb 11 2016
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