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Creating A Family + Friends Contact Manually

By: Zibster Support Hub

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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.

 
 
 
 
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