The table below explains the items on the Members tab of the Add a group screen.
|
Screen Item |
Description |
|
Current members |
This box displays the constituents added to the group. When you first add a group, the constituent selected to be the primary contact automatically appears. To add a constituent to the group, search for and select the constituent to add as a member. To remove a member from the group, select and delete the row. |
|
Find additional constituents |
This box displays the relationships of the constituent selected under Current members. To view the relationships of a related constituent, click the arrow next to the constituent. To add related constituents to the group, select the constituents to add and click Add selected. |
|
Add members using a selection |
Below the Current members section, you can also mark Add members using a selection, which enables you to pick a selection of constituents to add to the group at once. |