- If both contacts share communication/contact info e.g. you can reach either of them from a single email, mobile, phone or address then add them both in the same contact card using the primary contacts first and last name then using the salutation field to enter both contacts names.
- If both contacts have their own unique contact info e.g. 2 mobile numbers you will also need to create a related contact using the following steps. This is to help keep a clean database where your contacts are contactable separately e.g. in the case of a couple that has separated since your dealings with them.
1. Search for your Contact open their Contact Card
2. Click the Quick Add icon 
on the Overview tab or open the related contacts tab and select Add Related Contact
3. Select
Is this an existing contact or
Is this a new contact
4. If an existing contact then enter contacts name in Select Related Contact:* as seen above and select the corresponding contact from the results drop down or if it is a new contact, enter the following information: *Note: at least one contact method e.g. mobile, email or landline is required.
* First Name*
* Last Name:*
* Company:
* Email:
* Mobile:
* Home Ph:
* Work Ph:
If the related contact shares the same residential address as the primary contact, tick the Copy residential address from primary contact check box.
5. Select the contacts relationship to each other. Select other to enter a custom relationship
Related Contact's Relationship:*
Primary Contact's Relationship:*
6. Click Save
7. You can now view the Related Contact on the contact Overview or Related Contacts Tab. Click their Name to open their contact summary.
1. Search for your Contact open their Contact Card
2. Go to the Related Contacts tab
3. Click the X next to the Related Contacts name
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1. Search for your Contact open their Contact Card
2. Go to the Related Contacts tab
3. Click the X to remove the related Contact
4. Re add the Related Contact with the correct relationship.
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