PSFS Family Directory - Family List: How to filter family list by workgroup

How to filter family list by workgroup

  1. In the Family List page, select the funnel icon.
  2. On the left side of the filter screen, select all desired filters for Membership, Family Groups, Send Envelopes. Also, select any advanced options.
  3. On the right side of the filter screen, select the desired family workgroup.
  4. Click Apply.

You may now edit, list, or view all family records that belong to that specific workgroup.

 

 

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

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.