How to Organize Friends and Social Contacts in SparkyMinis
Friends & Family Directory
Navigate to: Dashboard > Lifestyle > Friends & Family (/dashboard/lifestyle/friends)
Your personal life deserves the same organisational clarity as your business. The Friends & Family directory is a private, Personal CRM for the people who matter most — family members, close friends, and personal connections — kept completely separate from your business contacts.
Why a Separate Personal Directory?
Business Contacts and Lifestyle Friends serve different purposes:
| Business Contacts | Friends & Family |
|---|---|
| Clients, vendors, team members | Personal relationships |
| Linked to invoices and projects | Linked to travel and personal notes |
| Formal, revenue-focused | Informal, relationship-focused |
Having them separate keeps your business views clean and your personal life private — especially important when sharing your business workspace with a team member.
Creating a Contact
- Navigate to Friends & Family.
- Click + Add Contact.
- Fill in:
- Name — Required.
- Relationship — Friend, Family, Partner, Colleague (personal), or Other.
- Phone, Email, Birthday — Optional but useful for quick dial and reminders.
- Notes — A free-text field for anything relevant: dietary preferences, last gift given, shared memories.
- Click Save.
Editing a Contact
- Click on any contact card.
- Click Edit on the detail page.
- Update any fields and save.
Deleting a Contact
- Open the contact's detail page.
- Click Delete Contact.
- Confirm. This action is permanent.
Search & Filter
- Use the search bar to find by name, phone, or email.
- Use the Relationship filter to view only family members, or only friends.
- Contacts are displayed as cards for easy visual scanning.
Connecting to Trips
When planning a trip, you can tag companions from your Friends & Family list:
- Open a trip and go to the Companions field.
- Select names from the Friends & Family directory.
- Their contact details are then available inside the trip context.
Privacy
Friends & Family contacts are:
- Only visible in the Lifestyle suite.
- Never mixed with Business contacts in invoice or project dropdowns.
- Only shared with workspace collaborators if you explicitly grant access to the Lifestyle > Friends module.