Add family members and pets to a contact

Overview

Remember the people who matter to your clients. Add kids, parents, in-laws, and pets to a contact's household with their names, birthdays, and a quick note, so you have the details on hand when you reach out.

Family members you add this way aren't contacts. To link a spouse or partner who's already in your database, see Add a partner to a contact.

Add a family member or pet

1. Open the contact and scroll the right-hand panel to Relationships.

2. Next to Household, click Add household members. If the household already has family members, click + instead.

   

3. Fill in the form:

   • Name
   • Type: choose the relationship, such as Son, Daughter, Mother, Father, Grandmother, Sister In-Law, Pet, or Other.
   • Birthday (optional): pick the month and day.
   • Note: anything worth remembering, also optional.

   

4. Click Add.

5. The family member appears as an initial next to Household. Click it to see their details.

   

Add from the People list

Hover over the Household column in any row of the People list and click Add household. The same form opens.

Edit or remove a family member

1. Click the family member's initial next to Household.

2. To make changes, click the pencil icon, update the details, and click Save.

   

3. To remove them, click the ... menu, then Remove.

   

Good to know

• Birthday is month and day only. No year is needed.
• Shared with a linked partner. If the contact is linked with a partner, family members show on both records.
• Breaking a household clears family members. If you break the relationship between two linked contacts, the family members and pets saved to that household are removed from both records. Linking them again doesn't bring them back.

• The People list shows them too. The Household column shows the initials of each contact's family members and pets.

  

• It's logged. Adding, editing, and removing family members shows up in the contact's Activity.

• Removing is immediate. Remove takes effect right away, with no confirmation step.

Troubleshooting

The kids and pets disappeared after I unlinked a household. Breaking a relationship removes the family members saved to that household. Link the contacts again, then add the family members back with Household > +.

My partner shows up twice. A partner added in the Household field is saved as a separate family member, not linked to their contact. Remove that entry and link them with Add Household Member instead. See Add a partner to a contact.