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Adding relationship status (Between existing contacts)

Adding relationship status (Between existing contacts).

To add a family member from your existing contacts:

  • Log in, and then click on "Contacts" on the left side of your screen.
  • Select "Add Contact,” or search for an existing contact within your database (type the contact name in the search field). 
  • Once in the profile locate and select the "Add Family Member" option (located in Family Members.)
  • Select “Use Existing Contact.”
  • From the Family Member drop-down menu, select the existing contact.
  • From the Relationship drop-down menu, select the relationship type. (NOTE: This isn’t limited to family; it also offers several  other relationships such as Friend, Client, Employee, etc.)
  • Click on the “Add Family Member” button to complete.
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