Relationships in the CRM help you connect people, households, and organizations that are linked in real life. By setting these relationships, you can better understand how your donors, families, and partners are connected improving communication, stewardship, and reporting.
In CauseVox, relationships can be added in three ways:
Contact Relationships: Connect one contact record to another (e.g., spouse, coworker, referral source).
Household Members: Add contacts that belong to the same household record to manage shared giving history and communications.
Organization Relationships: Link organizations to each other (e.g., fiscal sponsor, vendor, community partner).
Each relationship type is defined under your CRM Settings, where you can customize labels and inverses for consistency across records. Once defined, these relationships can be applied directly from each contact, household, or organization profile.
Use the quick links to jump to the right section:
Contact Relationships
To setup contact relationships, follow the steps below:
Step 1: Navigate to the CRM, then select Settings >> Contacts General, and scroll down to Contact Relationships. Select Add Relationship to create any number of relationships.
Step 2: Select the Contacts tab to start adding relationships to contact records and select the desired record.
Step 3: Under the profile overview, you can select Add next to Relationships. You can also select Actions >> Edit Contact to access relationships.
Step 4: Choose from an existing contact, then select the relationship and Save.
You can add/edit Households and Organizations within the contact record directly.
Households
To setup contact households, follow the steps below:
Step 1: Navigate to the CRM, then select Settings >> Households General. Select Add Role to create any number of household roles.
Step 2: Select Households tab and select the household you wish to edit.
Step 3: Under the profile overview, you can select Add next to Household Members. You can also select Actions >> Edit Household, or Add Member to access relationships.
Step 4: Choose from an existing contact or create a new contact, then select the household role and Save.
Organization Relationships
To setup contact households, follow the steps below:
Step 1: Navigate to the CRM, then select Settings >> Organizations General. Select Add Organization Role and Add Organization Relationships to create any number of organization roles / relationships.
Step 2: Select Organizations tab and select the Organization you wish to edit.
Step 3: Under the profile overview, you can select Add next to Relationships to add an organization relationship, or Add Organization Contact to connect an individual. You can also select Actions >> Edit Organization, or Add Contact to access relationships.
Step 4: Select the organization or contact, as well as any relationships or roles and Save.
Learn how to create Household Records and Organization Records.