How to view newly registered families
- Go into Family Directory → Family List
- Click on the little funnel iconA to filter your list:
- Select Advanced OptionsB
- Click the check box for Registration DateC
- Insert the desired datesD-E and then click applyF
You can then:
- Send an email to all of them using the email icon (envelope with a pen in front of it).
- Export this list to a CSV document by clicking on the icon that looks like an Excel icon.
- Do a Mail Merge by clicking on the mail merge icon (looks like two pieces of mail).
- Generate one of several quick reports by click the green Quick Reports button. Choose Family List for a simple, well-formatted list of the families. You can also generate Family Mailing Labels or a list of all families with Envelope Numbers.
How to export a list to a spreadsheet or .csv File
How to import a member from one family into another family
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