The Family Overview displays all the important information about a family so you can get a quick understanding. On the Information tab, click .
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.
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, which only take into account the current period.
You can also quickly view family members from any Families window by clicking the Members drop-down list at the top.
Customize What You See
You can select which information to show or hide on the Overview. In the top-right corner of the window, click the gear icon . From here, you can select which information sections you want to display.