Group Records Overview

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 clubs via the Group List. To get to the Group List, choose File > Workspace > Group List, or click the  Group List toolbar button.

Your Own Organization

You may want to create a group record for your own organization, though you aren't required to do so.  If you do create a record for your organization, you will probably want to mark that record as the "Report Default" so it is automatically selected in "Group Name" dropdowns on reports and elsewhere in the program. In addition, you could mark the record as an "Auto Relate" group so that every new membership record will be related to it automatically.

Other Organizations

Group records are commonly used for tracking related organizations. These might be other chapters in a larger national organization to which yours is a part, for example. Tracking information like this might be desirable if you want to send your monthly newsletter to a contact person in each related organization.