Group Overview

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Group Overview

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New group records can be added to the database whenever the Groups List is active.

Working with Groups

1.Choose the Groups workspace from the Home ribbon bar.

2.In the Records section of the ribbon choose Add to create a new group, or select an existing group in the list, and choose Copy, Edit or Delete.

3.The Edit Group window will open with the General Info page selected.  If this is a new record, you must complete the General Info page before you can switch to other pages. See below for descriptions of each page:

General Info - provides the basic contact information for the group

Assigned Items - lists all items (category/item combinations) assigned to this group

Membership - lists all membership records assigned to this group

To Do List - lists all open and closed to-do items for this group

Dues Postings* - lists all postings applied to this group

File List - lists any associated files or documents

Custom Fields - displays all custom fields defined for groups

4.Complete all appropriate information, then click Save.

5.When finished, click Close.

Notes

Your changes to the group may not appear in the Group List until it is Refreshed.

If you're using MemberTies Professional, deleting a group will also remove all associated Income and Expenses, as well as all associations between members and that group. However, deleting the group has no affect on the membership records themselves.

An Auto-Save preference controls whether the system prompts you to save or cancel changes when changing pages.

Changing the Page Order

If there are pages you never use, or pages that you use more than others, you can control which pages appear on the window. See Changing Page Order for more details.

 

* Professional Version Only