The Family & Friends Tab

Use the Family & Friends tab to track a contact's extended family members or professional contacts, their contact information, and birth dates. You can then set up birthday reminders that will appear in the My Business portlet and Activities Summary screen.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Contacts

From the Contact Record screen, select the Family & Friends tab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Contacts

 

ICONS USED ON THIS SCREEN

ICON

PROCEDURES

delete_icon.bmp

Delete a family or friend.