We have 2 ways to add a related person. One is by linking to another Notebird person profile—the other is by text only. The text only option is helpful when a related person doesn't need a profile in Notebird but you still want to keep record of them.
Adding A Related Person
- Click on the person in which you'd like to add a relate person to
- Click Add relationship on the left hand side
- Start typing in the name of the person. If they have an exiting Notebird person profile they will show up. If you'd like for them to not have a Notebird profile then simply type their name form field.
- Select the relationships (an indicator below their name will let you know that the other person will not be linked)
- Click Save Relationship
Editing or Deleting A Related Person
- Hover over the 3 dots {···] to the right of the person you'd like to edit or remove.
- Click Edit or Delete
