Groups Views: Save Group Lists

Group Views are customizable lists of groups designed to save you time.

These can be used as easy filter options throughout your ChMS software.

By default, Group Views are user-specific but can be shared with other team members as needed!

Top Use Cases:

(1) Mass Communication:  Save a list of groups who you commonly Mass Email or Mass Text. For 'children or youth' Groups, take advantage of Mass Contact's Send to Parents feature!

(2) Reporting: Identify the most common reports you run and Group Lists for each. Ex: select age groups and campus groups to report on giving trends by age & location.

(3) Visitors & Volunteers: Save your visitor or ministry team groups as a Group View. Use these to monitor growth, engage existing (or potential) volunteers, the sky's the limit!

Video Overview:

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Enable Group Views

Turning on Group Views is as simple as a checkbox. Click on the Settings Gear Icon Settings-Gear-Icon.png at the top right, Click Settings, then on the Groups Tab. Check the box Use Group Views *(below)




Make sure to click SAVE to complete adding the feature.

Creating a Group View


In the sidebar menu, navigate to Groups > Views, and click on Add View. Add a brief descriptive title, then select the Properties, Aggregates, or Groups that should be included in your view.

Note: By default, any Group View you create will only be visible to your user profile. To allow other team members to use the Group View you've created, select Share View.  




Pro-Tip: Share Group Views with discretion to avoid list ‘bloat.’


Edit, Duplicate, or Delete Group Views

To edit a Group View, from the Views screen, simply click on the Group name. 

To Delete or Duplicate a Group View, open a view to edit, click on the Tri-Dot icon at the top right, then select Clone View or Delete View


Use Group Views

Once your Views are setup, on the Groups > List page, click Filter By... , select the Group Views tab, then search for a Group View by name. If needed, select multiple Group Views by holding CONTROL and clicking on several Group Views. 



Group Views can also be found in many reports under the Group filter button.


Permissions for Group Views

Important Note: If a user does not have permission to view a certain group, that group will not appear within the Group View for that user.

Under Settings > Permissions, you can select if a given role can view, add/edit, share, or manage group views.



Note: Permissions to Manage Group Views provide the ability to view/edit/add/delete Group Views other than your own.




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