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Setting up Families
You can easily group people together into “Families” / “Households”.
- Open the profile page of one of the people in the family.
- Click the Blue Arrow Icon in the Family Info section.
- Click “Add New Family Member” if you want to add a person to this family who is not yet in your database.
- Click “Add Existing Person to this Family” if you want to add a person to this family who is already in your database.
- Once you have added people to this family, you can click “Edit” to assign ROLES or change the Family Name, which is used for Mailing Labels and Statements.