How to Create a Group


Groups can be created by marking them individually or by search criteria. This example will show you how to create a group by your search terms.

  1. Open the side bar and click on the "Groups" tab/icon. (far right icon)
  2. Inside Groups, next to the drop down box is another "Groups" icon, click on it.
  3. Click on "New" to make a new group.
  4. On the Select people screen, click on "Mark group" button.
  5. Click on "Select People by Data Fields"
  6. Set your search for criteria fields
  7. Click "OK"
  8. A pop-up box will show you how many people it found. Click "OK"
  9. The screen will return to the Select People screen.
  10. Click "OK" and name the Group.
  11. Click "OK", then "Close"
  12. In the side bar, under Groups you can select the group to view by using the drop down box.

Once you have created a group you can use the group when printing various reports.


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