Searching Parent and Enrollment Records

As an admin, you control which fields are searchable across your Enrollio account. These settings apply to every search bar and user in your organization, giving you complete control over how your team finds families and enrollments.

What You Can Customize

Search Any Field That Matters to Your Center

Configure searchable fields for parents, families, enrollment opportunities, and any custom fields you've created. This helps your team find records quickly using the information that's most relevant to your childcare business.

For Parents and Families: Search up to 6 fields. You'll need to type at least 3 characters before results appear. Parent name, phone number, and email address are always searchable and can't be removed.

For Enrollment Opportunities: Search up to 6 fields. Enrollment opportunity name is always searchable and can't be removed.

Admin-Only Feature

Only admins can change which fields are searchable. Your staff will use these settings but can't modify them.

Changes Apply Everywhere

When you update searchable fields, the change takes effect immediately across your entire Enrollio account. This includes:

• The main families search bar
• Global search (top navigation)
• Creating new messages
• Scheduling tours and appointments
• Creating and updating tasks
• Family and additional contacts fields in enrollments

And across all these areas:

• Dashboard
• Automations
• Forms
• Surveys
• Payments
• Invoices
• Documents & Contracts
• Emails
• Client Portal
• Custom Objects

Advanced Search with Wildcards

Use wildcards for more flexible searches on text fields:

• *abc — Finds records ending with "abc"
• *abc* — Finds records containing "abc" anywhere
• abc* — Finds records starting with "abc"

Note: Wildcards don't work on parent names, phone numbers, monetary values, or numeric fields.

How to Update Searchable Fields

1. Go to Settings > Custom Fields
2. Click the three-dot menu in the top right corner
3. Select Edit searchable fields
4. Choose the record type you want to update (Parents/Families, Enrollment Opportunities, or Custom Objects)
5. Check the boxes next to fields you want to make searchable
6. Click Save and confirm your changes

[SCREENSHOT: Settings > Custom Fields screen showing the three-dot menu with "Edit searchable fields" option highlighted] [SCREENSHOT: Edit searchable fields modal showing checkboxes for various parent/family fields with mandatory fields (name, phone, email) locked]

Your searchable fields are now active for all users and search bars across Enrollio.