Related Contacts

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.

For Example:

Salutation: Jeff & Carol

Legal Name: Mr Jeff Richard Jones & Mrs Carol Lisa Jones

Address To: Mr & Mrs Jones

First Name: Jeff

Last Name: Smith

In the case of two contacts in the one contact record who do not share a surname:

Salutation: Jeff Smith & Carol White

Legal Name: Mr Jeff Richard Smith & Mrs Carol Lisa White

Address To: Mr Jeff Smith & Mrs Carol White

First Name: Jeff

Last Name: Smith

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.

How to add a Related Contact

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.