Assign Membership Type to multiple families

Resources - Adding to multiple records at once

Update a family's Location

Download policies for a family

Assign a Membership Type to a Family record

Update the Family Name on an account

Family status - Automatic updates

View signed policy agreement history for parents

Add a new family

Restore a deleted family record

Archive a Family to the Lead File

Searching for a family by Family ID number

View and restore a family from the Lead File

Find policies families have agreed to

Find families without Policy agreements

Find families marked as Problem Accounts

Allow account creation without class enrollment

Move inactive families to the Lead File

Merge family accounts

Data retention in merged families

Family status - Future enrollments