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The Group/Business Overview displays all the important information about a group or business so you can get a quick understanding. To view it, navigate to Diocese > Groups & Businesses.

Useful Information

If you would rather see the Primary Information window when you first open a record, you can switch it with the Overview. Click the My Settings icon , and on the Other Screen tab, clear Show Overview as First Screen.


Click a piece of information to view more details or edit it. For example, if you click the address, you are taken to the Primary Information window where you can edit it. If you click assigned personnel, you are taken to the Personnel/Individuals window.

For Personnel/Individuals Assigned, you can toggle between Show Active & Inactive and Show Just Active. If you don't want pictures to display, click Hide Pictures. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.

Fund Overview

The Fund Overview displays all the important information about the funds for a group or business so you can get a quick understanding. To view it, click Fund Overview in the navigation pane.

All funds display on the right, and the information for the selected fund displays on the left. Click Total Options to select whether you see grand totals, totals through today, or totals through a certain date. Click a piece of information to view more details or edit it. For example, if you click an activity total, you are taken to the Rates/History/Keywds window where you can edit it or add another.

To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.



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