Group Records Overview


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A group record represents something that can have membership. This might be another organization, or it might be a committee or any other subdivision of your own organization.  Since you can relate membership records to group records, groups can be a useful means of arranging members for various purposes.

Note: The actual word "Group" is controlled by an Organization Preference. If you would prefer the word "Club" or "Committee" or whatever, you may change it using this preference setting. Throughout this help system, we use the generic term "Group".

You work with groups via the Group List. To get to the Group List, choose File > Workspace > Group List, or click the  Group List toolbar button.

Note: You can add multiple members to a group directly from the Membership List. See Adding Members to a Group for details.