Setting up Families

You can easily group people together into “Families” / “Households”.

Here’s how:

• 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.