Fund Information

The family's fund information displays on the left. Click Total Options to select whether you see grand totals, totals through today, or totals through a certain date.

Click a piece of information to view more details or edit it. For example, if you click an activity total, you are taken to the Rates/History/Keywds window where you can edit it or add another.

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.

Family, Member, and Other Fund Information

Information about the family, its members, and other funds displays on the right. Click a name or fund to go to that record's overview. If you don't want pictures to display, click Hide Pictures. 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.

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.