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.
FEATURE |
ROUTE |
Contacts |
From the Contact Record screen, select the Family & Friends tab. |
FEATURE |
PROCEDURES |
Contacts |
ICON |
PROCEDURES |
Delete a family or friend. |