Groups

Groups are used to classify and gather constituents into a usable set.  You can create as many groups as you would like.

Some examples of groups might include: board members, sponsors, members, etc.  Note: Since inclusion in a group is managed by a manual process of adding/removing a constituent from a group, it is not a good practice to create a group for constituents whose inclusion is based on data elements or calculations.  For example, do not create a group for “Constituents who  have given over $100” since this would require you to constantly update who should be included in this group.  Create a SmartList to get a list of constituents who share a common data point or are part of a formula.

To add a group, click the plus (+) sign in the upper right corner of the list.  Provide a group name and a helpful description.  Click the Add Group button to create the group.

You can click the edit icon to change the name or description of the group.  You can click the delete icon to delete the group.  Note: Deleting the group will not delete any constituents, only the group itself.

You can filter the list by clicking the filter icon at the top of the list.  Each column will display a field or selector that allows you to limit the groups in the list by the criteria you enter into the filter.  For instance, if you enter “board” in the group name filter field, the list will refresh and the results in the list will only contain groups that the name contains “board”.  Clicking the filter X icon again will hide the filter options and return the original results of the list.