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Locating a Family

Use the Navigation group on the ribbon to locate the record of a particular family. You can search for a single record based on a family’s name, an address, phone number, and so on. Or you can scroll through each record until you find the one you want. For more information, see Locate a Record.

Click the filter icon to view only active records, only inactive, or both. This filter stays applied until you clear it. Clearing the filter sets it to Both Active and Inactive.

Finding Fund History Entries

You can search all family records for certain fund history information. From any family financial window, click Find History Entries in the navigation pane. Enter any relevant data for the entries you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.

Adding and Viewing Documents

In several Families windows, you can add and view additional documents that support the information you entered in those windows. For more, see Add and View Documents.

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