Add Constituent Groups

Your organization may find it important to track groups of constituents. For example, multiple constituents may pool their funds together to donate to your organization in a joint effort or you may have a group of constituents who serve on a committee for your organization. You can add the constituent group to your database. When you add a constituent group, you can enter information about the group and select the members of the group. Each member of the group must be a constituent in your database.

Note: Before you can add a constituent group, you must define its group type in the database.

Add a constituent group

 

 

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