Families

This guide shows how to access and use the Families page to quickly find a company and reach all family-specific tools (data, files, contacts, notebooks, ownership, insurance, loans, accounting, revenue ops, and ownership tree) from one menu. It explains practical actions—uploading and editing files, adding contacts, scheduling tasks, configuring ownership/capital stacks, and managing insurance, loans, billing, and compliance—so you can efficiently manage every family’s records and workflows.

Families Overview

1. Select Families from the navigation menu.

2. Families Overview

How to Navigate to the Families Tabs

3. Locate the preferred family. NOTE: You can locate the company quickly by searching for it.

4. Select the three-dot menu to the right of the family to access the family tabs.

5. Once a tab is selected from the three-dot menu, all family tabs will be available across the top.

Use the tabs to navigate to specific information for the selected family.

Family Data Tab

6. To edit the family's data information, select the Family Data tab.

Related Tutorial(s):

How to Add and Edit a Family

Addresses Tab

7. Select Addresses to view locations and location-specific phone numbers.

This tab stores physical or mailing locations associated with the family, such as:

Billing address
Mailing address
Physical address

Each address can include its own phone number. For example, the billing phone number shown on the Addresses tab is the phone number associated with that billing location.

Files Tab

8. Select the Files tab to upload and view all files for the family.

9. Files Overview

Tip: Remember to upload files by affiliation - tied to its specific company, property, family, tenant, or contact so it stays connected.

10. To upload a new file for the tenant, select Click or Drop Files Here.

NOTE: You can also drag and drop a file from your computer to the files interface.

11. To edit a file, select the file or the edit icon.

12. Once a file is selected, the file's edit interface will open.

From here, you can complete various tasks like requesting a signature, adding notes, reviewing the file history, etc.

Related Tutorial(s):

How to Add, Delete, & Manage Access Options for File Folders\ How to Follow a Folder & Receive Notifications\ How to Note Missing Files\ How to Upload Missing Files and Supporting Files\ How to Add a Key Date to a File\ How to Share Files\ How to Upload Files from a Phone Camera/Photos\ How to Upload File Revisions and Preserve Prior Versions\ How to Create and Send Signature Requests\ How to Set Signing Order

Contacts Tab

13. To view or add family contacts, select the Contacts tab.

This tab stores individual people connected to the company, such as:

Billing contact
Primary contact
Legal contact
Emergency contact
Other contacts

Each person can have their own name, phone number, email address, title, and other personal details. For example, a billing contact might be Wendy Sailor, with her direct phone number and email address.

14. You can add a contact two ways:

Select New Contact or select the type of contact you want to add.

15. Select the type of contact from the dropdown menu > Select a point of contact from the dropdown menu or enter a new contact's name and select Add XXX.

16. Select (edit) to enter the contact's information.

17. Select Save.

18. Enter the contact's information > Select Save.

19. To edit a contact's information, select the contact's edit icon.

20. To delete a contact's information, select the contact's red x.

21. To download the contact's information, select the vCard icon.

Related Tutorial(s):

How to Download a Contacts vCard and Add to Outlook

Notebooks Tab

22. Select the Notebooks tab.

The Notebooks tab allows you to schedule important dates, tasks, and notifications specific to the family.

23. Notebook Overview

Tip: To learn more about creating Notebooks and Tasks, see How to Create a Notebook, Entry, and Task and How to Create Dependent/Linked Tasks.

Ownership Profile Tab

24. Select the Ownership Profile tab.

This tab provides a summary/snapshot of the ownership status, and you can configure the company's capital stack.

25. Select New Owning Entity to add an owning entity.

Select Configure Capital Stack to configure capital stack.

26. Select the three-dot menu to view options.

Related Tutorial(s):

How to Enter Ownership Profile Data to Create Ownership Tree

Insurance Tab

27. To view a list of the family's insurance, select the Insurance tab.

You can also add new entity insurance here.

NOTE: For COI Compliance to appear, you must select the Require Insurance Compliance checkbox on the Accounting Settings tab.

28. To add family insurance, select the New Entity Insurance > Enter the required information and/or upload related files > Select Save.

29. Select the Edit icon to update the insurance information and/or to upload files related to the insurance.

Loans Tab

30. To view a list of the family's loans, select the Loans tab.

Tip: To learn how to add loans, go to How to Create a New Loan and Record Initial Journal Entry.

Accounting Settings Tab

Tip: The Use as Accounting Entity checkbox must be selected on the Family Data tab for Accounting Settings to appear.

31. To verify ownership, add/edit required payables approval, and/or add/edit insurance compliance requirements, select the Accounting Settings tab.