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Groups

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Definition and guidelines for Groups

 

An interest group is a group of people who have something in common.
Some examples of interest groups include the following: bar patrons, birthday club members, coupon users, game room users, restaurant patrons, AARP members, and Corvette owners.

 

 

From the groups tab, you can manage the groups that the customer belongs to. Here you will add and remove them from interest groups and organizations that you have in your database.

 

Add New People to Interest Group

Modify Person Groups Screen

 

The screen displays all the groups the customer currently belongs to and what type they are and contact information.

 

To add a new group, click Add Button . This will bring up the Select Groups Screen.

 

Select Groups Screen

Select Groups

 

This displays all the groups that you have in your database. If the Group is grayed out, the customer is already a member of that group. To add the customer to a new group, put a check  mark in the box next the name of the group. You can add to multiple groups at the same time.

 

To delete the customer from a group, just click Delete X next to the name of the group. This does not delete the group; it just removes the customer from the group.