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.