To add / link a spouse
To add a spouse or link a spouse to another person's record, you must first be on that individual's Person Information page.
1. Open the Person Information page of the person to whom you want to link a spouse. 
How?
2. Click 
in the middle of the Person Information page, above the tabs.
3. Type the spouse's last name in the Spouse's Last Name field, and then click Search.
4. If the spouse does not already exist in the database, click New Person to add a person record for the spouse.
- or -
If the spouse does exist in the database, click 
under Select in the spouse's row, and then click the Link Person button and skip to step 8.
5. Fill in the desired New Person Information fields, and then click Next. If you see an error log, see Notes below.
6. Click Yes to copy the addresses from the indicated person, and then click Next.
- or -
Click No to enter new addresses manually, and then click Next.
7. Fill in or edit the desired Home address information, and then click Next. There is help available on each field.
8. Mark the Send Mailings Jointly checkbox to specify that mailings to either spouse should go to this address; otherwise, clear the checkbox. If Send Mailing Jointly is marked, go to the next step, otherwise skip to step 12.
9. Enter the joint mailing salutation and the joint mailing name, and then select the preferred address for joint mailings.
10. Click Next. If linking to an spouse record that existed prior to clicking , skip to step 12.
11. Fill in the miscellaneous information about the person, such as Person Code, Tickle Date, and Interest Codes, and then click Next.
12. Click Finish to exit the Person Wizard. This action returns you to the Person Information screen of the person to whom you linked the spouse.
Notes:
· If you see an error message, you have entered a social security number that already is assigned to another person within the Charity. One or the other of these numbers must be wrong and will need to be corrected. Either change the social security number of the person you are adding so that it is unique or cancel adding the person, change the social security number of the other person, then try adding the person again.
· You can move back to a previous page in the Wizard by clicking a link in the navigation pane on the left. You can move back and forth in the Wizard by clicking Back and Next. You can cancel the operation at any time by clicking Cancel.
· Click 
to modify the spouse joint mailing information or to delete the spouse link.
· Click 
to go from one spouse's Person Information screen to the other.