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
- From Contacts > Contact Admin, select Add Family.
- 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.
Complete the form and select Save.
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