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How to Create a Group and Edit a Group Name?
How to Create a Group? Click Dashboard Click Contact Groups 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 member group, click the check box for Member Type If ...
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 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 ...
How to Download a Group Invoice?
Click Dashboard Click your Attendee Module Click Manage Groups in the left side menu Click on the row the Group appears on in the list Click Group Invoice in the horizontal menu This will prompt you to save a PDF of the invoice.
How to Email the Individuals on 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 On the far right of the screen, click the Email Group Members button This will open an email compose screen. ...