Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
- When you are on the Family List page or on the Member List page, you may filter the Family or Member list. The help article, Filter Records to learn more.
- This list will contain all fields that are accessible on the Family List or the Member List pages, depending on how you have your grid options set. Learn more about Customizing the Layout of the Grid Columns.
- You may sort the list by clicking the column by which you'd like it sorted. Clicking again will sort it in reverse order. You may also sort it after you export it using the Excel sort feature.
- To export the list select the Excel icon.
- Your browser affects how the list is handled
- The output will automatically save to the file for which your browser is set up.
- The default file is the downloads file.
- Also, your browser setup determines if the file opens automatically, or if you have to find the file and click to open it.
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