You can also create a Family + Friends contact link manually. Follow these steps to easily track relationships between your contacts.
STEP ONE
Log into Your Zibster Account and click on CONTACTS in the left-side menu.
STEP TWO
Choose a Contact to Link
Click on the contact you want to add a Family + Friends link to.
STEP THREE
Click on the Family + Friends Tab and then click on the NEW button.
In this tab, you can enter the following information:
- First Name
- Last Name
- Relationship
- Phone Number
- Email Address
You can also choose to add this person as a new contact in your list. Once you've filled in the necessary information, click on NEW at the bottom. This action will automatically link the two contacts together.
Congratulations! By clicking on the Family + Friends tab, you can now see the information for the linked entry. This feature provides an efficient way to manage and track relationships between your clients.