Add a member to a constituent group
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1.
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Open the record of the constituent group with the member to add. For information about how to open a constituent record, see Constituent Search. |
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2.
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On the Members tab, click Add. The Add a group member screen appears. |
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3.
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In the Member field, search for and select the constituent to add as a group member. For information about the search screen, see Constituent Search. You can also select Member selection to add multiple constituents to the group at one time. |
Note: If someone in a selection is already an active member of the group, nothing changes with the group member. If someone in a selection is a previous or inactive member of the group, the constituent becomes an active group member again and start date for the constituent's group membership is reset.
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4.
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Enter a start date for the group member. |
When a constituent is no longer a member of the group, you can remove the constituent and enter an end date.
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5.
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Enter any comments about the group member. |
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6.
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Click Save. You return to the Members tab. |