The All-New Family Detail Page

The redesigned Enrollio Family Detail Page gives you a faster, cleaner, and smarter way to view every family interaction in one place. This article explains what changed, why it matters, and how to start using productivity-boosting upgrades like Auto-Save, collapsible panels, and instant keyboard navigation.

IMPORTANT: This feature is currently available in Labs. If you don't see it, ask an admin to enable it at Enrollio Settings → Labs. For more, refer to Labs Features - Complete Overview.

Table of Contents

What is the All-New Family Detail Page?

Re-engineered from the ground up, the Family Detail Page is your central workspace for reviewing family information, tracking conversations, logging activities, and taking action—now optimized for speed and usability.

The redesign replaces endless scrolling with a three-panel layout, surfaces critical data at a glance, and remembers your personal view preferences for a truly streamlined experience.

[SCREENSHOT: Overview of the new Family Detail Page showing the three-panel layout with a sample family record]

Key Improvements at a Glance

  • Modern design: Faster, consistent, and visually streamlined layout
  • Auto-Save: Changes save automatically when you leave a field—no clicks needed
  • Smart Navigation: Move between families using keyboard shortcuts
  • Collapsible panels: Focus on what matters most, and the platform remembers your layout
  • Inline associations: View and edit Companies, Enrollment Opportunities, and Custom Objects right from the family page
  • Cleaner right panel: Unified experience for Tasks, Notes, Documents, Payments, and Appointments
  • Hide empty fields: Reduce clutter and view only what's filled
  • Search inside fields: Quickly locate data or folders

Left Panel: Family Information

This is where you'll find and manage all the key details about your family.

Key Actions:

  • Edit the profile picture directly
  • Update family details such as parent names, email, phone, and tags
  • Use the DND tab to configure communication preferences
  • Use the Actions tab for quick utilities (like managing automations and parent portal access)
[SCREENSHOT: Left panel showing family information fields with profile picture, contact details, tags, and DND/Actions tabs]
Pro Tip: Toggle "Hide Empty Fields" to focus only on filled data. Use Search Fields & Folders to jump straight to the information you need.

Center Panel: Conversations & Activities

This section shows the complete history of your interactions with the family. You can:

  • View messages, calls, and notes in one place
  • Track appointments, enrollment opportunities, and activity logs
  • Quickly create new notes, send messages, or log calls
[SCREENSHOT: Center panel displaying conversation history with messages, calls, and activity timeline for a family]

Right Panel: Action Modules

The right panel is now fully collapsible and remembers your last active tab. You can access:

1. Activities

Track appointments, form submissions, and activity logs.

2. Associations

Add, remove, or view Companies, Enrollment Opportunities, and Custom Objects. The "Associations" section lets you view and manage all linked records without leaving the page. You can add a company or enrollment opportunity directly.

3. Tasks

Create, edit, or check off family-specific tasks.

4. Notes

Log key updates or family discussions.

5. Appointments

View upcoming or past meetings—like tours, parent conferences, or enrollment meetings.

6. Documents

View sent or received files—like enrollment forms, contracts, or immunization records.

7. Payments

Track invoices, subscriptions, and transactions for tuition and fees.

[SCREENSHOT: Right panel showing the collapsible modules with the Activities tab expanded]

Auto-Save: How It Works

Auto-Save is one of the most powerful new additions. When enabled, your edits are saved automatically the moment you leave a field—no manual "Save" click required.

Steps to Enable Auto-Save:

  1. Open any family record
  2. Make an edit—you'll see a Save bar appear at the bottom
  3. Click on "Enable Auto-Save" from the kebab (3 dots) menu
  4. Click "Enable Auto-Save" when prompted
  5. Confirm from the modal—this will apply the setting to your Client Account
[SCREENSHOT: Bottom save bar showing the Auto-Save enable option in the kebab menu]

Admins can also enable or disable Auto-Save from:

Settings → Families → Details Tab → Auto-Save toggle

Once enabled, all users in the Client Account will automatically save edits as they work.

[SCREENSHOT: Settings page showing the Auto-Save toggle in the Families section]

Keyboard Shortcuts

Save time with these new shortcuts:

  • → / ← — Move between families in the list
  • ESC — Collapse right panel
  • CTRL + S (or CMD + S) — Manual save (if Auto-Save is off)

Associations: Companies, Enrollment Opportunities & Custom Objects

View and edit company details on the same page. Access all custom object relationships at a glance—perfect for tracking enrollment progress, waitlist status, or specific childcare programs.

[SCREENSHOT: Associations section showing linked enrollment opportunities and custom objects for a family]

Quality of Life Enhancements

  • Panels and tabs now remember your last state—no need to re-expand or collapse each time
  • Consistent spacing, typography, and component behavior for a professional, clutter-free look
  • Unified design language and empty states across all modules (Tasks, Documents, Notes, Payments)

Frequently Asked Questions

Will Auto-Save apply to everyone in my account?

Yes. Once enabled by an admin, Auto-Save is active for all users in that Client Account.

Can I revert changes saved by Auto-Save?

You can always edit a field again—Auto-Save updates the record immediately, maintaining a complete activity log.

Why can't I see the "Enable Auto-Save" button?

You may already have it enabled. Check under Settings → Families → Details Tab.