Groups are used to organize people for certain purposes such as communicating or invoicing. They can include both Members and Contacts. Please note, if you are invoicing by group, the system will filter out any Contacts.
How do I view groups in the system?
- Click “Members” in the left navigation menu.
- Click the “Manage Groups” tab
How do I create a group?
Note: You must Add the Contact or Member in the system before you can group them.
- Click the blue “Create New Group” button.
- Enter a “Group Name” and Description if desired.
- Select which Members or Contacts you would like to add to the group .
- Click the green “Save Changes” button when you are done.
How do I edit a group ?
- Select which Group you want to edit and click “Edit”.
- From here you can change the Group Name or add and remove Members and Contacts.
- Click the green “Save Changes” button when you are done.