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Viewing all clients and contacts in a family group

This task opens a window that enables you to view all the clients and contacts belonging to the same family group and open them.

To show the list of family group members
  1. Find and open the client or contact. See Finding and opening clients and contacts.

  2. Click View all clients and contacts in family group on the Tasks bar. The Find Contacts window opens with all contacts and clients in the same family group listed.

  3. Double-click the client or contact record you want to open. You can double-click any information except the email address. The Client/Contact page opens for the selected client/contact.

    You can group and sort the list of clients and contacts to make it easier to find the one you are looking for. See Organising your data.

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