Family Overview

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

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. If funds are set up for parishes other than the primary, you'll see the church ID number listed beside the fund. 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.

Fund Overview

The Fund Overview displays all the important information about the funds for a family so you can get a quick understanding. To view it, click Fund Overview in the navigation pane.

All funds display on the right, and the information for the selected fund 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.