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Family insurance contacts

New Member
Posts: 2
Country: United States

Family insurance contacts

What would be the best way to enter family members? I want to be able to enter a birthdate for each family member.  Should I enter each as a new contact & set each family up as a group or try & use one primary contact & set up fields for other member along with there birthdate fields?  Any suggestions on what may work best would be great.  Thanks, Doug


Platinum Elite Contributor
Posts: 14,584
Country: Australia

Re: Family insurance contacts

If you want to contact them separately, you need them as individual contacts... I'd put them in Companies rather than Groups. It allows you to use linked fields to update their addresses in one go