How to Add or Remove an Individual from a Group?

How to Add or Remove an Individual from a Group?

How to Add or Remove an Individual from a Group?

You may add a contact to any groups you have created in your system. If you have not created any groups, you may do so from the Contacts Module home screen. Click the Groups button or Manage Groups on the left panel. For more detailed information view the KB article "How to create groups"

To Remove an Individual from a Group:

  1. Click Dashboard
  2. Click Contacts Module
  3. Click View Contacts
  4. Click on the Group Name Or search for the individual's name in the grid
  5. Click on the Manage button for the individual
  6. Click Groups located in the horizontal menu
  7. Click in the checkbox for the group(s) to REMOVE (Unchecked) the individual
  8. Click Update Group button to save changes.

To Add an Individual to a Group:

  1. Click Dashboard
  2. Click Contacts Module
  3. Click View Contacts
  4. Search for the individual's name in the grid
  5. Click on the Manage button for the individual
  6. Click Groups located in the horizontal menu
  7. Click in the checkbox for the group(s) to ADD (Checked) the individual
    • NOTE: if you are using X-CD to manage your membership, if the group is a member group, ensure to enter the corresponding expiration date, if applicable
  8. Click Update Group button to save changes.

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