How To Add Family Members To Contacts

To create and edit Families, first, go to your contacts by clicking Contacts>Manage Contacts on the left menu.

 

Click the 3 dots to the right of the contact and click view profile.

view_profile.png

Click add family under the profile picture on the right.

add_a_family.png

 

Enter the last name of your family.

Once you do, it brings you to this page where to can click the plus sign to add family members.

add_plus_sign.png

 

Fill in the add a contact form to add a contact attached to your family.

Note: this works for new contacts to your site and adding existing contacts

  • Choose the contacts role from the drop-down
  • Choose if you want their profile to expire
  • Enter the email address, first and last name and phone number
  • Optional: Choose to add the contact to a family 
  • Optional: Add a note to your email inviting the contact

Don't forget to click save when you are done!

contact_form.png

 

 

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