PSFS Family Directory - Family List: How to view newly registered families

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:

  1. Send an email to all of them using the email icon (envelope with a pen in front of it).
  2. Export this list to a CSV document by clicking on the icon that looks like an Excel icon.
  3. Do a Mail Merge by clicking on the mail merge icon (looks like two pieces of mail).
  4. 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.

Related Topics

How to filter records

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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