Improvements to Searching Families

You have so much information on all of your families...being able to sort through all of that data to find specific pieces of information is crucial. Jackrabbit has made incredible improvements to this process in the new All Families page.

Everything you are used to and more! Let's have a look at some of the changes.

Classic Search (before)Filtering in All Families (after)
  • Search Families started from zero and built a list of families.

  • All Families starts with just that... a list of ALL families!

  • The list was created using Search Criteria to pick which families you wanted to add to the list.

  • Filters are used to narrow the list down to a specific group of families. These filters are organized into sections located in a drawer that is accessed with the Filter icon .

  • There was no way to locate specific criteria (other than using CTRL F).
  • A search field allows you to easily locate a specific filter using a keyword search.  
  • There were links for each family on the list

    • Go to the Family record
    • Open the Make Sale/Post Fees screen
    • Open the Payment/Credit Transaction entry screen


  • A row menu for each family on the list offers options

    • Go to the Family record
    • Open the Make Sale/Post Fees screen
    •  Open the Payment/Credit Transaction entry screen
  • Favorites allowed you to save your selected Search Criteria to be able to reload it quickly and ensure consistency. These Favorites could be shared with other Users in your Jackrabbit database.

  • Save your selected filters as a Favorite and optionally share it with other Users in your Jackrabbit database.
    Note: Favorites created in Classic Search must be recreated in All Families. Learn more about the quick process to Recreate your Search Favorites in All Families.

  • Save your column selections, sorting, and grouping as your default view. Whenever you come back to All Families your view will reset to that.
  • You could email multiple families from the search results.
  • You can email multiple families from All Families.
  • Several "mass actions" save you time by allowing you to work with multiple families at once:
    • Update ePayment Schedules
    • Update Family Discounts
    • Update Family Fixed Fees
    • Update Membership Type
    • Clear UDF Answers
    • ...and more to come!


The grid where your filtered results display in All Families can be sorted, grouped, and more! Learn about Working with Grids in Jackrabbit.

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