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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.
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