Creating a person contact and a family

Contacts are created from the Contacts menu. Each contact is assigned to a family group, even if there is only 1 contact in that family.

To create a contact, a family group must be created first.

Creating a Family

Screenshot of Create Family Form

  1. From Contacts > Contact Admin, select Add Family.
  2. Enter in the family information you have and click Save.
    Note: You do not need to have all information fields filled to save a contact file.

Now that you have created a family group, the next step is to add family members.

Adding Family Members to a Family

After adding a family, the family’s quick entry form is displayed.

Screenshot of Family Quick Add Form

Complete the form and select Save.

Last Updated: Dec 12, 2022

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