Please take 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 or Member List page, you can filter the Family or Member list. The help article, Filter Records to learn more.
- This list will contain all fields accessible on the Family List or 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 you'd like to sort by. 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 be saved to the file your browser is set to.
- 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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