Module: Recruiting, Team, Academics, Advancement
Page: Saved Searches & Groups

Groups are maintained by manually adding or removing members as necessary.

To create a Group

  • Access your list of contacts (Recruits, Roster, Constituents)

  • Select the members that you want to add to a group by checking the box next to their name

  • select Add to Group from the menu at the top right of the list

  • Begin typing a name of a group - If the group exists, select that group. Otherwise, select Create a New Group

You can view and manage all manual groups on the Groups page of each module via the Groups tab.

Note: Saved Groups are available on both the web and mobile apps

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