If your relationship is of a business type and not personal - it may be necessary to add a contact to that relationship.
Adding a contact allows you to send emails, texts and letter to a specific individual in the company.
To add a contact to an existing business relationship click ‘Relationships’ on the menu and click on the pencil icon on your chosen business relationship.
Click on the ‘Add Contact’ button that displays underneath the relationship details.
Fill in as many contact details as you can, then click ‘Save’ to add the contact to the relationship.
Once saved, the contact will be visible on the relationship page:
If you need to edit this contact or view all text and emails sent to the contact, click the pencil icon.