Add ConstituentGroups

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.

If you want to add a group of constituents as a committee, you can use Add a committee to add a group with a constituency of “Committee” or you can add a group and manually assign it the “Committee” constituency. When you add a committee, you can indicate whether or not the committee can coordinate events or solicit revenue, which regular groups cannot do.

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