Add Multiple People to a Group at Once

There are several places you can to add multiple individuals to a group at once. Here are a few of the most common.

Create and Populate a Group from an Advanced Search

1) If you are looking to create a new group as a result of an advanced search (such as age), click People > Advanced, choose your search criteria, then click the tri-dot icon and select Add or Remove From Groups.

 

Advanced Search Plus Add-Remove From Groups Dropdown.png

 

After clicking Add or Remove from Groups, directly above Search Results, you'll see a new set of fields leading with the Take action on dropdown menu. 

Click inside the Group field and select Add a New Group. Add the new group name in the box that appears then add the selected individuals by clicking Go (below).

 

Create-New-Group-From-Advanced-Search.png

 

Add (copy) Everyone from an Existing Group to Another

2) If you would like to add everyone in one group to another, click Groups > List. Check the box to the left of the Group you’d like to work with, click the tri-dot icon and select Add or Remove From Groups.

Add-Or-Remove-From-Groups-Menu-Option.png

 

In the lightbox that appears, select the Group you'd like to move everyone to (or Create a new Group), then click Go. It's that easy!

 

Add-Or-Remove-From-Groups-Lightbox.png

Note: Adding people from one group to another does not delete them from the original group. It adds them similar to copy/paste.

 

Add or Move Selected People to Another Group

Under Groups > List, click on the Group Name view everyone in the group. Use the provided checkboxes to select the group members you'd like to add or move. 

Then click on the Tri-dot icon at the top right *(below).

 

Add-Selected-People-From-One-Group-To-Another.png

 

You'll have 3 options:

  1. Add to Group will add the selected individuals to a new group, similar to copy/paste.
  2. Move To Group will remove the selected individuals from the existing group and add them to another group, similar to cut/paste.
  3. Remove from Group will pull out the selected individuals from the group in question. 

Note: Removing individuals from a group will not delete individuals from your database. They will just no longer be found in the selected group.

 

Add People to a Group from a Report

3) To create a new group of individuals based on the results of a report (Giving, Attendance, etc), you will simply run the report, and upon completion click the gear icon and choose, Add or Remove from Groups.

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