Manage Group Dashboard

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Posted on 2022-09-21

The Group dashboard is located via the People section of the application. By clicking the Group tab, you are taken to the Manage Groups dashboard. The group dashboard provides a list of all groups in the church. Here includes sections to add a group, search for group, view members in a group, edit group, and delete groups. The Group dashboar...

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Sending Email & SMS in bulk to a group

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Posted on 2022-09-13

To send bulk email or SMS to a group, via the members list section click on the Send group email icon to send email to all members in the group, and likewise, click on the send group SMS icon to send and SMS to all members in the group.

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Sending Email & SMS to individual member

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Posted on 2022-09-13

The church is able to send individual SMS or Emails to members. They are able to also send bulk group emails to members of the group. Once this is done, every member of the group gets the email.

Posted on 2022-09-13

To assign a designation to a member, click on the button from the Group dashboard, this navigates to the group member list, here you have the list of members assigned to members. Click on the Designation icon to assign designation to a particular member.

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Deleting a group

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Posted on 2022-09-13

To delete a Group, simply click on the delete button . A pop-up to delete department is shown. Click OK to delete.

Viewing members in a group

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Posted on 2022-09-13

To view members in a group, simply click on the button . Note that adding a member to a group must be done via the member profile.

Editing group name

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Posted on 2022-09-13

To edit a group, simply click on the edit button on the group row. This opens an edit pop-up where user can change the group name and enable or disable link to a department.

Adding a group

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Posted on 2022-09-13

To add a group, via the group dashboard, click the add a group icon   , this opens an add a group pop-up where you add the group name and link to an existing department if applicable (for example, youth and youth adult group can be linked to the Youth department). The group is then added to the group dashboard.

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