Request Family Information for Directory Using Filtered Groups

This article provides steps to request family information to update Directory using filtered groups.

In Directory, you can request updated family information for a single family or use Quick Task filters to send out a group of email requests to multiple families at once. The member's response process is the same, whether the request was sent individually or in a group. The information request allows the head of household (or spouse, if there is no head of household email address) to confirm or update the following family information:

• Last Name
• Family Phone Number
• Email (family, head of household, or spouse email address as applicable)
• Primary Address
   

Complete the following steps to request information using Quick Task filters:

1. In Directory, select Quick Tasks in the main menu.

2. Create a filter in Quick Tasks, and then click Apply Filter.

Note* the Request Updated Information feature sends email requests based on information at the family level.  Therefore, the best practice is to select Family as the Member Type demographics filter, which ensures that your Filtered Results includes only families, in addition to any other filters you need to apply.

3. Click Request Updated Info.

4. Click the Request Updated Info button.

Note* Emails are only sent if there is an email address recorded for the family, head of household, or spouse. The communication would go to the family email, if it is set. It would go to the head of household email address as a default if a family email is not set. Families listed in Filtered Results without an email address for the family, head of household, or spouse will not receive an email.

5. Click Yes to confirm and request updated information. The families can update their information with the unique, time-sensitive link within 14 days of receiving the information. 

 When a family submits updated information, a Family Information Updates notification appears on the Directory Dashboard. Verify the changes by accepting or declining them.

Note* Any changes you decline are deleted from the system. This action cannot be undone.

Accepted updates are noted in the Activity Page for that family.

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