Setting up a new Saved Group
In this example, we will set up a Saved Group called "Friends with Superpowers" that identifies all the members of our ToonTown database who have special superpowers.
1.Select the <View Groups> link.
2.Since this is your first group, your entire Groups screen will be blank:
3.Press the <New Group> button.
4.Enter a name for your group. Type "Friends with Superpowers".
Name
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(Required) Name of this item.
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Category
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(Optional) By entering a name in this box, you are creating a Category. This allows you to add other items to the same category.
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Owner
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The name of the DonorWise user who created this item.
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Private
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By checking this box, you are saving this item for your use only. If the box is unchecked, the lookup will be available to all DonorWise users in your organizations.
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5.You will now see the full Groups View, which has three panels.
Column 1
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Saved Groups
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The list of all your Saved Groups.
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Column 2
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Members of:
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The members of the selected Saved Group.
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Column 3
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Select contacts from
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Several options for you to compare your Saved Group for the purpose of adding or removing members.
All contacts
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Everyone in your database
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Current Group
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Whatever the Current Group is at this moment (on the View Contacts screen)
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Saved Group
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Any other Saved Group
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Lookup Favorite
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The contacts who would be selected after you ran a favorite lookup
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Column 4
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Contacts to add:
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The list of all contacts in the comparison list.
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Press the <Group Editing Tools> button.
This will toggle the group editing columns on or off.
6.Select "All contacts". Then select the contacts from the list on the right.
Press the <Add Selected> button.
7.Notice that the contacts in the right are now grayed out and italicized. This indicates that these contacts are in the group.
8.Press the <Lookup contacts in this group> button.
9.Finally, you can view which Saved Groups any contact is a member of by clicking on the Groups Tab.
