Group Types

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Group Types

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Each group record can be assigned a specific "type."  The group type can be especially helpful to categorize similar groups.

For example, a common use of group records is for committees. A group record is a convenient way to group members together in a way that can be easily used on search windows. So if groups have been renamed to "Committees", you might setup group types for "Fund-Raising", "Social Planning", etc. Then you can easily find all of the members on the committee by simply using that group name and type as search criteria.

Note: You cannot delete a record that is in use. One solution is to create an entry called, "Undefined" or "Unknown" and merge the unwanted entries into that one.

Maintaining Group Types

1.On the Home ribbon, choose Lists from the Settings section.

2.On the System Lists window, choose Group Types.

3.Modify the list as needed.

Combining Values

Entries on this list can be combined into one. See Merging/Combining Values for details.