Help -- Training -- Explanations -- Hints

On the Groups & Attendance screen, you can make a group using the "Add Group" function. Then later you can add people to the group by clicking on the Add Group Members hyperlink for that group found on the CONTROL PANEL of the Groups & Attendance screen.

However, the "Make Group Via Search/Select" function is a way to create the group, select certain people, and place those people into it all in one process. Or you can also use this function to search for additional people and add them to an existing group.

** Note: You can also use this function to search for other groups and add them to an existing group, in effect "merging groups" together into one group. For example, if you have several groups and you want to print labels or contact reports for all members of those groups, you can use this function to create a new group that contains all the members of all the groups you choose to add to it.

The following explains how to use the "Make Group Via Search/Select" process.

Step 1:
The first step uses the "Search/Select" function shown on this screen. You can use it to choose who you want to be in the group you are building. All of the search options shown on that Search/Select screen are available to you.

As with the regular Search/Select function, you can enter search parameters for standard data fields and custom data fields, you can perform compound searches using a combination of data fields and parameters, etc.

After you enter your parameters, click the [Search/Select] button.

Step 2:
After Step 1, you will see a screen showing you the contact records (people) that matched your search parameters.

If this list appears to be the people you had in mind, click the [Make Group From This Selection] button. If not, you may start again by clicking the [Back to Groups] button.

Step 3:
After Step 2, you will see a screen with two options.

- If you are creating a brand new group, use the theme-colored section at the top of this screen for that purpose. The label says, "To assign selected user(s) to a new group, please enter a group name". Enter all the group parameters just as you would if you were using the "Add Group" function. (See the [Help ?] button narrative for instructions on how to use the Add Group screen.) After you enter the parameters for the new group, click the [Add Group] button.

- If you are assigning people to an already existing group, there is a section at the bottom of the screen for that purpose. The label says, "To assign selected user(s) to an existing group…" Select the group from the "Choose Group" pull-down selection list, and then click the [Add to Chosen Group] button.

** Note: Read the [Help ?] button narrative next to the "Choose Group" pull-down selection list for an explanation of why you might want to use existing groups to create a "temporary group".

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230