Build stronger relationships through personal connections
Business is about people, and people have families. Recording family details for your contacts helps you build rapport, remember important dates, and connect on a more personal level. A simple "How's your daughter doing?" can transform a transactional relationship into a lasting partnership.
Why Track Family Members?
Adding family information to your contacts offers several advantages:
- Birthday reminders - Never miss an opportunity to send a thoughtful message
- Personal touchpoints - Reference family members in conversations to show you care
- Stronger rapport - Demonstrate that you see your contacts as people, not just business transactions
- Reasons to connect - Family birthdays appear in your Interactions dashboard, giving you natural opportunities to reach out
Adding a Family Member
You can add family members when creating a new contact or by editing an existing one.
- 1 Open the contact's profile and click Edit Contact in the Quick Actions panel, or navigate to the Family tab when creating a new contact
- 2 Select the Relationship from the dropdown (e.g., Child, Spouse, Parent)
- 3 Enter the family member's Name
- 4 Optionally select their Gender
- 5 Optionally add their Birthday for reminders
- 6 Add any Remarks about this family member
- 7 Click Save to save the contact
To add more family members, click + Add Family Member and repeat the process.
Family Member Fields
Each family member entry includes:
- Relationship - How they're related to your contact (Child, Spouse, Parent, Sibling, etc.)
- Name - The family member's name
- Gender - Optional gender selection
- Birthday - Their date of birth for birthday reminders
- Remarks - Any notes you want to remember about them
Viewing Family Members
Once added, family members appear on the contact's Overview tab under the Family Members section. You'll see their relationship, name, and birthday displayed for quick reference.
For example: Child: Arinya (Birthday: Dec 01)
Family Birthdays in Interactions
When you add a birthday for a family member, it automatically feeds into the Reasons to Connect section of your Interactions dashboard. As birthdays approach, Officaid reminds you so you can send a thoughtful message or mention it in conversation.
Frequently Asked Questions
Yes. Click + Add Family Member for each additional person you want to record. There's no limit to how many family members you can add to a contact.
No. The Family tab is entirely optional. You can leave it blank if you don't have this information or prefer not to track it.
Yes. Edit the contact, navigate to the Family tab, and click the delete icon next to the family member you want to remove.
What's Next?
Continue exploring contact management in Officaid:
- Managing Contact Details - Explore the full contact profile and quick actions
- Viewing Contact Activities - See all interactions with a contact
- Navigating the Interactions Dashboard - Learn how Reasons to Connect helps you stay engaged