How to filter family list by workgroup
- In the Family List page, select the funnel icon (
).
- On the left side of the filter screen, select all desired filters for Membership, Family Groups, Send Envelopes. Also, select any advanced options.
- On the right side of the filter screen, select the desired family workgroup.
- Click Apply.
You may now edit, list, or view all family records that belong to that specific workgroup.
Note: Filter your list for more specific criteria using the Advanced Options dropdown option.
Related Articles
How to locate families with an envelope number that have not given since a specific date
How to create a family workgroup using IQ
Updated