The Family List Page provides a centralized view of all family records in your organization’s database. It provides quick access to key details, including contact information, registration data, and envelope numbers. With built-in tools for searching, filtering, customizing layouts, and generating reports, this page streamlines family data management and communication.
Overview of the Family List
The Family List is a complete list of all families in your organization's database. As you can see in the illustration below, the list holds a lot of information about each family that you can view at a single glance, including:
- Family name, address (both email and physical), and telephone number
- Envelope number
- Organization of registration
- Total number of family records
The illustration below identifies the main areas on this page.
Search Field
This field enables you to search for a specific family in the Family List. You can use one of the following methods to locate the family you are looking for:
-
Type the family's last name or type a member's first name in the field. Click
or hit enter to start the search.OR
- Click
, then check one or more search criteria to refine your search further.
The results of your search are shown in the Family List. For details on how to set up a "fuzzy" search, go to Fuzzy Search Filters.
Rolodex Filters
The rolodex filters are the set of letters and numbers located across the top of the Family List grid:
The filters enable alphabetic and numeric filtering of column data in the grid.
For instructions on using the filters, see How to Filter Records.
Alphabetic filters enable you to find and sort information in columns that start with alphabetic information, for example, the Name and Primary Position columns.
Numeric filters enable you to find and sort information in columns that start with numeric information, for example, the Date of Birth and OrganizationID columns.
Filter Criteria and Filter Column Fields
When you select a filter, the system highlights it (see illustration below). Additionally, the Filter Criteria field shows the name of the filter you selected. The following illustration shows the M filter selected:
The Filter Column field shows the name of the column to which the selected filter is applied. It also tells you the direction in which the information is sorted: 
Ascending or 
Descending. In the previous illustration, the Filter Column field shows Date of Birth Ascending, indicating that the grid is currently sorted by Date of Birth in ascending (A to Z) order.
For instructions on column sorting, go to Sorting the Display of Records.
Clear Filter Button
Click 
to clear the applied rolodex filter settings. The system re-displays all of the family records (the unfiltered list). The Filter Criteria field updates to show that filtering is turned off:
Toolbar
The toolbar is located at the top of the grid under the row of rolodex filters. The toolbar contains menus and buttons for performing common Family List functions.
Record Count
This dropdown list lets you select the number of records (default=10) displayed on each page of the grid. You can display 10, 25, 50, or 100 records per page.
The default number of records per page is 10. If you change the number of records and want to keep the change, click 
to save the selection. Every time you open the Family List page, the system shows the number of records per page you selected.
Save Grid Layout
When you change the page layout (see Flexible and Responsive Columns) or the number of records per page (see Records per page), clicking this button saves your new layout.
Reset
Click this button to reset the page layout changes to the default configuration.
Select Grid Columns
Open a window where you can select the columns you want to include in the grid.
Send Email
Send emails to selected families. Go to Send Emails in Family Suite for instructions.
Filters
Display the Advanced Filter setup window, where you can enter multiple criteria (e.g., last name, phone number, and email address) to search for records that match the criteria you specify. For instructions on using the Advanced Filter, go to Advanced Filters. For descriptions of the Advanced Filter fields, go to Descriptions of the Advanced Filter Fields.
Export to CSV
Export family records you select in the Family List to a .csv file. For instructions, go to Export List to a .csv File.
Mail Merge
Create personalized hardcopy letters for mass mailings to families and members. For instructions, go to How to Perform a Mail Merge.
Add New Family
Add a new family record to your Family List. For instructions, go to Add a New Family Record.
Delete Selected Families
Delete a selected family from the Family List. For instructions, go to How to Delete a Family or Member from the Family List.
Forget Selected Family
Remove or prevent accessibility to a family's personal data. For instructions, go to How to Remove a Family's Personal Data. Learn more about this feature in Forget Family Feature FAQ
Quick Reports
Click to display the Quick Reports menu:
You can create the following reports:
- Family Mailing Labels: a list of mailing labels for all families in the selected organization. For instructions, go to How to Create Family Mailing Labels.
- Family List: a list of all families in the selected organization (for instructions, go to How to Create a Custom List of Families
- Filtered Envelope Numbers: a filtered list of families in the selected organization who want to receive contribution envelopes (for instructions, go to How to Create Envelope Number Reports.
- Full Envelope Numbers: a list of all families in the selected organization who want to receive contribution envelopes (for instructions, go to How to Create Envelope Number Reports.
Column Headers
You can customize the content and layout of the Family List page to meet your needs. You can determine which columns of information to display in the list. You can also relocate and resize columns.
For details on customizing the layout, go to How to Customize the Layout of a Page.
You can also sort the records in the grid on a specific column. For details, go to How to Sort Records.
Family Information
All of the families in the organization you select are listed in this section.
Select All/Deselect All Member Checkbox
Select the checkbox to select the records you want to work with:
- Click the checkbox in the column header to select all records listed on the page you are viewing. A checkmark appears next to each entry after you select the checkbox to indicate that the record is selected. You may need to use this global checkbox when you have many families to select or when most of them should be selected. You can then deselect the families you do not want to work with individually.
- Click the checkbox in the column header again to deselect all previously selected records in the list. The checkmark next to each entry is removed after you select the checkbox again.
Individual Check Boxes
Select the checkbox next to the family name. For example, if you are sending an email to one or more families, select the checkbox next to the name of each family receiving the email.
Family Name Links
Each family in the Family List has a link to its own database record. Select the link to view or update the family's record.
Page Controls
Total Record Count
To the right of the Show menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 13:
Page Navigation
The number of pages in the Family List is displayed in parentheses at the bottom of the page. Select a page to go directly to that page in the list. Alternatively, click 
to page back or click 
to page forward through the list.
Updated