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Master Account

Use the Master Account check box to specify a single account within the group that will be used for address information in PDF reports for the group.

If you select Use Primary Household Address on the Name/Address panel, the primary Household will become the group's source of record for address information instead of the account marked Master Account.

For more information on maintaining groups, see Creating and Modifying Groups.

For more information about entities in Tamarac, see Introduction to Accounts, Groups, Households, and Clients.