1. Click Family/Member Workgroups to display the Family/Member Workgroups page.
2. If you manage multiple organizations, select the desired organization from the Organization list.
3. In the Workgroups section, select the link for the desired workgroup.
4. A list of families/members in the workgroup you selected is displayed in the Families/Members in Workgroups section on the right.
5. Select the families/members you want to include in your mailing list. Choose one of the following methods:
   • Individually select the names of families/members from the Families/Members in Workgroup list. (Use the page buttons to advance through the list.)
   • Apply the basic filter to the Families/Members in Workgroup list to narrow it down to a select group of families/members.
     • The filters enable you to create a select list of families/members. If you do not set up any filters, all of your families/members in the workgroup will be selected. For help using the filters, see How to Filter Records.
6. From the Quick Reports menu, select Family/Members Workgroup Mailing List
7. The mailing list is created and displayed in the Report Viewer.
8. To print and save the list, see How to Print, View, and Save Reports.

Updated January 12, 2026 21:23