Families – Revamped List View & SmartLists

Discover Enrollio's revamped Families module featuring a modernized List View and SmartLists 2.0. This update streamlines family management with intuitive design, advanced filtering, and flexible sharing—helping you work faster and smarter.

What is the Revamped Families List View & SmartLists?

Enrollio's updated Families module brings together an all-new List View and SmartLists 2.0 into one seamless experience. Designed with clarity and efficiency in mind, this release equips you with robust tools like drag-and-drop column management, a powerful filter builder with AND/OR logic, and enhanced sharing controls—all aimed at making family organization simpler and more action-oriented.

[SCREENSHOT: Families list view showing the modernized interface with visible column headers, family records, and filter options]

Key Benefits of the New List View & SmartLists

These improvements are crafted to boost your productivity and enhance your workflow by providing:

  • A modern, intuitive interface that aligns with the rest of your Enrollio platform
  • Quick column management with search and drag-and-drop functionality for effortless organization
  • Advanced filtering using AND/OR logic to build complex queries effortlessly
  • Streamlined SmartLists featuring integrated sorting, field management, and refined sharing & permissions
  • Reduced setup time, empowering you to focus more on nurturing relationships with families

Family List View

The reimagined Family List View offers a cleaner and more consistent display, making it easier to scan and manage your families. You can quickly customize which fields appear, reorder columns with drag-and-drop, and apply filters to find exactly the families you need.

[SCREENSHOT: Column management panel showing drag-and-drop interface for reordering fields like child name, parent email, enrollment status, tour date]

Managing Your Columns

Click the column settings icon to add, remove, or reorder fields. Use the search box to quickly find specific fields, then drag them into your preferred order. Your column preferences save automatically, so your view stays consistent every time you return.

SmartList 2.0

SmartList 2.0 revolutionizes how you create and manage family groups by combining multiple features into one cohesive workflow.

[SCREENSHOT: SmartList creation interface showing the filter builder with AND/OR logic options and family-specific fields like enrollment status, waitlist position, tour scheduled]

Advanced Filter Builder

Build precise family lists using AND/OR logic. For example, create a list of families who have toured in the last 30 days AND haven't enrolled yet, OR families on your waitlist for infant care.

  1. Click "Create SmartList" from your Families page
  2. Name your SmartList (e.g., "Recent Tours – Not Enrolled")
  3. Add your first filter condition (e.g., Tour Date is in the last 30 days)
  4. Choose AND or OR to add additional conditions
  5. Click Save to create your SmartList

Integrated Sorting & Field Management

Within each SmartList, you can sort families by any field and customize which information displays. This makes it easy to prioritize follow-ups—sort by tour date to reach out to your most recent visitors first, or by waitlist position to manage your enrollment queue.

[SCREENSHOT: SmartList view showing sorting options and customized columns specific to the list purpose]

Enhanced Sharing & Permissions

Control who can view or edit your SmartLists with granular permission settings. Share enrollment pipeline lists with your enrollment coordinator while keeping financial information restricted to administrators. This ensures better data privacy and security across your staff.

Pro Tip: Create SmartLists for your most common family segments—like "Active Enrollments," "Touring This Week," or "Waitlist – Infants"—to jump straight to the families that need your attention each day.

Frequently Asked Questions

How do I know I'm using the new Family List View?

When you navigate to Families in your Enrollio platform, the updated, modernized view is applied automatically. You'll see the new column management options and filter builder right away.

What makes SmartList 2.0 different from the previous version?

SmartList 2.0 integrates advanced filtering, sorting, field management, and refined sharing options into a single workflow for enhanced efficiency. You no longer need to jump between different screens to configure your lists.

Can I create complex family queries with the new filter builder?

Absolutely! The filter builder's AND/OR logic allows you to craft detailed queries that precisely match your criteria. Combine enrollment status, tour dates, waitlist positions, program interests, and any custom fields you've created.

Are the new sharing and permissions settings more secure?

Yes, the enhanced sharing options grant more granular control over who can view or edit SmartLists, ensuring better data privacy and security. This is especially important when managing sensitive family information across multiple staff members.

Will my existing SmartLists still work?

Yes, your existing SmartLists will continue to work as before. You can edit them anytime to take advantage of the new filtering and sorting capabilities.