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 update who should be included in this group constantly. Create a SmartList to get a list of constituents who share a common data point or are part of a formula.

Steps to Add a Group:

Step 1: Navigate to 'Settings' in the Panorama Donor Management system.
Step 2: Select 'Manage Fields' from the options.
Step 3: Choose 'Group' from the available field categories.
Step 4: Click on 'Add New Item'.
Step 5: Provide a Group Name and a Description to identify the group and its purpose.
Step 6: Click the 'Save' 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 button to delete the group.  Note: Deleting the group will not delete any constituents, only the group itself.