Groups

Overview

The groups in CRM have a preponderant place in :

• Gathering a few people in a same "container"
• Sending emails
• Managing the Sundayschool groups
• Classifying the menues, by "types" in the left sidebar; which is as possible with the classic groups than the sundayschool groups.

Via the "Cart", the users will be able to :

• Do CSV extractions
• Print
• create to a directory
• create to labels
• create to badges
• create QR code badges
• Making appointment
• create exportable address book.

Have access to the groups

To have to all the groups, one has to open the sude bare, as following :

One selects "List Groups":

Then classify the groups by "kind"

There, one only will have the sundayschool groups

Note The kind of group provides the classification of the groups in the left sidebar.

Add a new group

One has to go at the bottom of the group listing, as following :

One adds:

• The name of the group
• Then click on "Add New Group"

Put one or more members in the "cart"

The user has to have a cart role to use this tool.

One goes to the section "List all the groups"

Note

• Two groups are add to cart
• The cart icon has the some of the users accounts

To do that, consult the section "Cart"