Leveraging Group Properties allows you to 'tag' your Group, making filtering and managing Groups in your database tremendously easier! Properties can be mass-assigned and become even more helpful for filters, mass communication, reporting, and more when Group Property tags are combined into Group Views!

Add and Manage Group Property Tags

To manage your Group Properties, click on the Settings Gear, then click on the Groups Tab. Next, click on Group Properties.

In this management area, you can define the properties you want to use as tagging options for your Groups. At the lower left, add a Property Category (step 1), then add Group Property (tagging) options within each category (step 2). 

Note: Your ChMS has a few Group Properties set up by default. You can edit these existing ones to meet your needs and add more. There is no limit on how many you can create. 

Because the database is very flexible in this area, we suggest pre-planning what 'tag' options you may need for reporting or simplifying group management. You can always add or edit as you go.

Apply Group Properties to Multiple Groups

There are two ways you can apply properties:

1. By selecting multiple Groups from the list
2. On a Group-by-Group basis

Apply Group Properties to Multiple Groups at Once

To add properties to many groups, go to Groups → List. Then, select all the groups that will receive the property (or properties) you want to add.

Then, click the Tri-Dot icon at the top right and select Apply Properties.

Select the desired Properties, then click Go to apply your changes.

Apply Group Properties to a Single Group

1. Click on Groups in the sidebar menu.
2. Click the Pencil Icon to edit the Group.
3. On the Group Settings screen, expand Properties and Settings. 
4. Keyword search for any group property you've created. (Even just a few letters are enough! See below.)
5. In the dropdown that appears, select or unselect the checkbox next to each Group Property to apply or remove it from your Group.
6. Click Done at the bottom right of the dropdown menu when you're finished. 
7. Don't Forget! Make sure to scroll to the bottom of the page and click Save.

Updated May 20, 2025 16:50