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