Viewing and Editing Family & Friends

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

Tip: Quickly view a family member or friend's details (birthday, contact information, etc) by clicking the Family & Friends icon from the header in the Contact Record.

To view or edit a family or friend:

1. Open the Family & Friends tab. How?

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record. Click the Family & Friends tab.

2. To delete a family or friend, click their Delete icons and confirm the deletion.

3. To edit a family or friend, click the family member or friend's row to open the Edit Family or Friend form.

4. Make your changes and click the Save Family or Friend button.