The table below explains the items on the Edit group screen. For information about how to access this screen, see Edit a Constituent Group.
|
Screen Item |
Description |
|
Name |
Enter the name of the constituent group exactly as it should appear throughout your database such as on pages and reports. |
|
Description |
Enter a description to help identify the group. |
|
Website |
If the group has a website, enter its web address. On the constituent group record, the web address appears as a link to the website. |
|
Group type |
Select the type of the group, such as Giving circle or Family foundation. Your organization determines the available group types. |
|
Group gives anonymously |
If the group requests to donate anonymously, select this checkbox. |
|
Image |
This field displays an image associated with the household, such as a picture of the household. To add an image for the household, click Choose file. The Open screen appears so you can browse to and select the image file to use. To remove an image associated with the household, click Clear file. |
|
Group member data |
Select whether summary information about the group should include all constituent information about the group’s members or only constituent information as of a specific date, such as when the group formed. If you select Consolidate member data as of, select the date in the field. |