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Family groups can be used to group together related clients and/or contacts for reporting purposes. Family Groups are a label that enables you select members to include in a consolidated report or mail-out.
Family Groups may consist of individuals, companies, trusts or other organisations. For example, Mrs Lee, Mr Lee, Lee’s Supermarket Pty Ltd, A. A. Lee Superannuation and the A. A. Lee Family Trust might constitute the Lee Family Group.
Once a Family Group has been defined in the Maintenance area, you can assign it to a client on their Client page or a contact on their Contact page.
Select Maintenance > Client/Supplier > Family Groups on the main menu or Maintenance > Maintenance Map > Client > Family Groups. The Maintenance — Family Groups page opens displaying a table of Family Groups. The first row of the table is blank.
Enter the name of the new Family Group in the first blank row at the top of the table.
Press [Enter]. The Family Group is defined and added to the table. The new Family Group is now available to assign to clients and contacts.
Click OK to save the information and close the Maintenance —Family Groupspage.
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