CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.

This (HELP ?) Circle narrative is for the "MANAGE GROUPS IN CATEGORY" Screen in MemberLink.

The Groups shown in the "GROUPS" Window will be all the Groups that match the Radio button setting on the screen. The Radio buttons are located on the left side of the screen above the Groups window. There is a Radio button for Regular Groups, Family Groups, and Care Groups. You can change the Radio button by clicking on any of the three choices.

Next to each Group in the "GROUPS" Window is a Checkbox. If a Checkbox is turned "ON", that Group is in the Group Category. If a Checkbox is turned "OFF" (unchecked), that Group is not in the Group Category for the Group Category you selected before you came to this screen.

After you have added or removed Groups in this Group Category, by checking or unchecking the Checkboxes, you apply your changes by clicking the [USE CHECKED GROUP(S)] Button.

** Note: Group Categories are used in conjunction with Custom Data Fields that have a Type = Group Drop-Down Boxes or Type = Group Checkboxes. If you remove a Group from the Group Category, the Group will disappear from the choices available in the Custom Data Field when you update contact record Profiles.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230