Overview

The Groups page allows you to create an unlimited number of member groups, and include as many or as few people in each group as you wish.  Group membership can be used in other parts of ChaiTrack to, for example, create a phone list for the group or to send e-mails to the group.  Every congregation has its real-world groups, whether it's your board, officers, sisterhood, youth group, even religious school classes are examples of how you can use the group functions.
 

Creating new groups

When you first start using ChaiTrack, you will first need to create the group names, then add members to each group.  We'll start with creating new groups.  Click the Add/Delete Groups button on the Groups page to access the group maintenance page. Click the Add New Group button, enter the group's name and description, then click Save.  As you add more groups, you can browse through them by clicking the red navigation arrows on the lower left corner of the box.  From there you can edit or delete the group.  CAUTION - if you delete a group name, all of the group membership information will be deleted as well.

When you've finished adding/editing/deleting group names, click the Finished button to return to the Groups page.
 

Adding Members to a group

1. Select the Group from the dropdown list of groups where the prompt reads "Select a Group"  A list of current group members will appear below the group selection in the Current Group Members list box.
2. To add members, select the members to add from the list of members in the "Select members to add to the group" box to the right of the current group members and click the Add Selected Members to the Group button.  The list of current group members will update immediately after clicking the Add button

You can select and add members one at a time, or in multiples. 

• To select multiple consecutive names from the members list, click the first name you want, then hold the shift key and click the last name and both the first, last and all names between them on the list will be selected.
• To select multiple names that are not adjacent in the list, click the first name you want, then hold the Ctrl key while clicking each of the other names you want.  You can scroll through the list with the scroll bar without affecting your selections.  You can unselect a name (perhaps you mis-clicked) by using the same Ctrl-click method, which will deselect a name.

Note:  If there are more than 15 members in a group, the current group membership list will only show 15 at a time.  To see the rest of the list, click on the page numbers that will appear below the current group membership list.