Use one of the following methods to find your Group:
Jump to Feature
Contacts Grid
Once you have located your Group, find the field titled Add more people to this group above the list of group members
Adding an Existing Contact to a Group
In the field, begin typing the name of the contact. If the contact already exists he or she will appear in the dropdown list as you type. Hover over the name to see more details about the contact to inform your choice. Click on the name of the person to add them to the group.
Adding a New Contact to a Group
If a contact does not show up in the list, click on Create NEW person called NAME and add them to this group. Clicking on this option will open a pop out window where you can enter the contact type, detail data, program enrollment and staff assignment. Click save when finished entering the data and the client will be created and added to the group.
Removing a Contact from a Group
Contacts may be removed by clicking the Remove option to the right of the contact name, and clicking the Save Changes button at the top of the screen.
