Add a constituent group
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1.
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From Prospects, click Add a group. The Add a group screen appears. For information about the items on this screen, see Add a Group Screen. |
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2.
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Select the Details tab. |
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3.
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Enter a unique name and description to help identify the group. |
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4.
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In the Primary contact field, search for and select the constituent who acts as the main contact for the group. |
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5.
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In the Group type field, select the type of the constituent group. |
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6.
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If the selected group type can be a donor, the Group gives anonymously checkbox is enabled. If the group requests to donate anonymously, select this checkbox. |
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7.
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Under Group member data, select whether summaries about the group should include all constituent information about its 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. |
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8.
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Under Group primary contact information, to use the address information entered for the primary contact, click Copy from primary contact. Otherwise, select the type of address to use as the primary address for the group and enter the information. |
If the group or contact requests that you not send mail to the address, select Do not send mail to this address and select the reason why the group does not want to receive mail at the address.
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9.
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In the Phone type field, select the type of phone number to use as the primary number for the group. In the Phone number field, enter the phone number to use to contact the group. |
If the group requests that you not call the number, select Do not call this phone number and select the reason to explain why the number is not to be used, such as Donor preference.
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10.
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In the Email type field, select the type of email address to use as the primary email address for the group. In the Email address field, enter the email address to use to contact the group. |
If the group requests that you not send email to the address, select Do not send email to this address.
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11.
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If the group has a website, in the Website field, enter its complete web address. |
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12.
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In Information source, select the source for the group’s contact information to indicate how you received the information. |
Note: Sources help you track additional information about the reasons for new or changed contact information. The information source appears next to the new or updated contact information on the Contact tab of the constituent.
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13.
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To add information about the members of the group, select the Members tab. |
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14.
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You can mark Add members individually to add group members one at a time or you can mark Add members using a selection to add multiple constituents at once. |
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15.
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Under Current members, the primary contact automatically appears. To add an additional member to the group, search for and select the constituents to add as members. |
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16.
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To add additional members to the group based on the relationships of a current member: |
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a.
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Under Current members, select the constituent with the relationship to add. Under Find additional constituents, the relationships of the selected constituent appear. To view the relationships of a constituent under Find additional constituents, click the plus sign next to the constituent. |
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b.
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Under Find additional constituents, select the constituents to add as members. |
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c.
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Click Add selected. Under Current members, the selected constituents appear. |
Note: To remove a constituent from the Current members box, delete the row for the constituent.
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17.
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Click Save. The record of the constituent group appears. For information about the items on a constituent group record, see Constituent Group Record. |