Locate Families assigned a specific ePayment Schedule

Objective

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Find Families assigned to a specific ePayment Schedule.

Solution

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Find Families assigned to a specific ePayment Schedule by filtering the All Families grid for the desired Schedule in the ePayment Details area of Financial Details.

1. Go to Families > All Families.
2. Click the Open Filters icon.
3. Expand Financial Details.
4. Under ePayment Details, select the desired Schedule.
5. Click Apply.

The All Families grid displays Families assigned to the selected ePayment Schedule.

To contact the Families in the filtered results, see Email from Grids.

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