How to Create a Group and Edit a Group Name?

How to Create a Group and Edit a Group Name?

How to Create a Group?

  1. Click Dashboard
  2. Click Contact Groups
  3. Click Add New Group button
  4. Enter a Group Name (e.g. Executive)
  5. Click Add Group button
  6. Provide a Group Description
  7. If you are defining a member group, click the check box for Member Type
  8. If you are a defining a member group and the group has dues, click the check box for Pays Dues
  9. Under Mutually Exclusive Groups, if a member of this group cannot be a member of another group, select the other groups in the list that the member cannot be a member of
  10. Click Update Group button

How to Edit a Group Name or Properties?

  1. Click Dashboard
  2. Click Manage Groups
  3. Click Manage button beside the group to edit
  4. Edit the Group Name
  5. Edit Group Description
  6. If you are defining a member group, click the check box for Member Type
  7. If you are a defining a member group and the group has dues, click the check box for Pays Dues
  8. Under Mutually Exclusive Groups, if a member of this group cannot be a member of another group, select the other groups in the list that the member cannot be a member of
  9. Click Update Group button

    • Related Articles

    • Creating and Importing a Member Group

      How to Create a Member Group? Click Dashboard Click Contact Groups Click Add New Group button Enter a Group Name (e.g. Regular Member) Click Add Group button Provide a Group Description Click the checkbox for Member Type If the Member group pays ...

    • 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 ...

    • How to create / add a Donation?

      In the E-Commerce module, you may create a donation form to collection donations. Contact X-CD to learn more about the donation form or for setting one up. How to create or add a Donation item Click Dashboard Click the Membership tab Click the ...

    • How to View Add and Remove Members of a Group?

      To View Members of a Group Click Dashboard Click Contacts Groups Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members. To Add an individual to a Group? ...

    • How to Add / Edit / Delete a Room?

      Click Dashboard Click Speaker Module Click Program button Click Rooms in horizontal menu Click Add New Room button OR Click Update (to edit) OR Click Deleted (to remove) If creating a new room, enter the Room Name it is optional to complete the ...