Family (InSight)

Reports listed in the category are those related to Client Family records.

Pro/Elite User Notes:

• Merge and envelope reports in this category are created using the Form Designer tool rather than the column designer tool.
• It is suggested that only users familiar with HTML and CSS stylesheets attempt to copy and modify merge report formats.

Envelope
Prints client family mailing address fields formatted for a standard #10 business envelope in landscape mode.

• User may have to set printer options to format
  

Family List
Displays the records from Client Family records.

Family Merge Letter and Family Merge Letter Assignments
One embeds Client Assignment content automatically between Body1 and Body2, the other does not.  Both merge with a user-defined template into a form format suitable for letters.  The letter is addressed to the Family records related to the Client account.