Task
The Families windows display information about a family, such as status, individual members’ names, addresses, pictures, and financial activity. This is also where you add new families to the program. To access family information, on the Information tab, click Families.
This section covers the following information:
- Using the Families Window
- Locating a Family
- Using Primary Information
- Primary Information Field Descriptions
- Entering Mailing and Alternate Addresses
- Viewing Family Members and Funds in the Families Window
- Logging Letters, Visits, Etc. in the Families Window
- Creating a Family Letter
- Viewing Reasons for Changes to Family Information
- Viewing the Families Listing Screen
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