Working with Groups


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New group records can be added to the database whenever the Group List is active.

Adding a Group

1Choose File > Workspace > Group List.
2When the Group List appears, choose File > Add Group.  You can also click the Add toolbar button. This will open the Details window for a new record.
3The Details window consists of several tabs, each of which are designed to track a certain type of information. Choose any tab below for more details about it's usage.
General Tab - Contains basic address and phone number information, as well as references to the group's website and email address, if applicable.
Status Tab - Contains additional miscellaneous information about the group.
 
Note: If your computer monitor has a high enough resolution (1024 x 768 or higher) this tab is hidden and its information is included on the General Tab.
Items Tab - Contains a record of Items that have been assigned to this group.
Members Tab - Contains a record of all membership records that have been assigned to this group.
To Do Tab - Contains a list of To Do items that have been assigned to this group.
Custom Tab - Contains custom fields that can be used for whatever data you desire.
4Complete all appropriate information, then click OK.

Tip

Your changes may not appear in the Group List until it is Refreshed.
Select the Add Another checkbox before you save the record if you plan to add several records.

Changing a Group

1Choose File > Workspace > Group List.
2Select the group you want to change, then choose File > Open Group, or click the Open toolbar button. This will open the Details window for the record.
3Make your changes, then click OK.

Deleting a Group

1Choose File > Workspace > Group List.
2When the Group List appears, select the record(s) you want to delete, then choose File > Delete Group, or click the Delete toolbar button.
3Confirm the deletion.