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Adding Secondary Contacts with Primary Contacts

If you've ever wanted to add in a Secondary Contact at the same time as a Primary, you may have noticed that it was not possible. Adding to the frustration was that indicating the Secondary Contact lived in the same household as the Primary did not copy and paste the address over. This is now something that can be done so your workflow can be much more efficient!

 

After clicking on the "+ Add Contacts" button, you will see another button at the bottom of the page titled "Add Secondary Contact"

secondary 1

 

When you click that button, you will be taken to a window to enter the Secondary Contact info. If you are creating a brand new contact and you indicate that the address is the same as the Primary contact, you will not have to enter the address again

secondary 2

 

Now just hit save and your contact(s) are created!

 

 

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