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How to View Add and Remove Members of a Group?
To View Members of a Group From Admin Dashboard Click Contacts from left-side menu Click Contact Group from left-side menu 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 ...
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 remove a person from a Group Registration?
Click Dashboard Click Attendee module Click Manage Groups in the left side menu Click on the row the Group appears on in the list Click See All Group Members in the right side menu Click the Remove from Group button for the name of the person to be ...
Managing an Individual's Membership
How to get to the Individual Membership Management screen How to Grant a Membership to an Individual? How to Temporarily or Permanently Remove Access to a Membership? How to Update a Member's Expiry Date? How to Change a non-paid Membership? How to ...
How to Create a Group and Edit a Group Name?
How to Create a Group? Click Dashboard Click Contacts from left-side menu Click Contact Groups from left-side menu Click Add New Group button Enter a Group Name (e.g. Executive) Click Add Group button Provide a Group Description If you are defining a ...