Family Overview

The Family Overview displays all the important information about a family so you can get a quick understanding. On the Information tab, click Families > Family Overview.

Note: If you would rather see the Primary Information window when you first open a record, you can switch it with the Overview. Click the My Settings icon blue outline of computer monitor, and on the Other Screen tab, clear Show Overview as First Screen.

Family Information

The family's information displays on the left. Click a piece of information to view more details or edit it. For example, if you click the family's phone number, you are taken to the Primary Information window where you can edit it or add another.

If you don't want pictures to display, click Hide Pictures. To send an email, click the email icon yellow envelope beside an email address. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Note: The email function uses your selections in Email and Text Setup. If you experience an issue, select Use the Simple Email dialog in the Email Server Setup window.

Member and Fund Information

Information about the family's members and funds displays on the right. Click a name or fund to go to that record's overview. Click Show Totals to view amount paid and balance due for a fund.

You can also quickly view family members from any Families window by clicking the Members drop-down list at the top.