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Overview of Manage Members of Group Screen

Help -- Training -- Explanations -- Hints


With the "Manage Members of Group" Screen, you can "View" the members of the group; and you can "Delete" members from the group.

If you are working with Family Groups, you can also designate the Primary Contact and Secondary Contact of the family.

If you are working with Care Groups, you can also designate the Care Group Leader.

Viewing Group Members:
When you arrive at this screen, the current members of the group will be displayed in the selection window. You can see who is in the group.

If the list is lengthy, you can use the scroll bar on the right side of the selection window to scroll up and down in the list.

If all you are doing is Viewing the list, click the [Back to Groups] Button when you are finished.

Deleting Members from the Group:
To delete one or more members from the group, you can choose person-by-person who will be deleted from this group. If you turn on the Checkbox next to a name, that person will be flagged for deletion from the group when you finish. If the Checkbox is off (unchecked), that person will be retained in the group.

Click the [Delete Checked Members(s)] Button at the bottom of the member list window to save your choices. This action is what actually changes the group composition, deleting the checked people from the group but keeping those who are still unchecked.

If you click the [Back to Groups] Button before you click the [Delete Checked Members(s)] Button, your changes will not be saved, no deletes will be applied, and the group composition will not be changed.

** Note: Deleting members from this group does NOT delete them from the contact record database. The people will still be in the MemberLink® system, but they will no longer be a part of this group.

Designating a Primary Contact:
If the [Family Groups] "Radio" Button was selected on the CONTROL PANEL of the "Groups & Attendance" Screen, this screen will also have a [Set Primary Contact] Button at the bottom of the member list window.

The purpose of this option is to identify which member of the Family is the "Primary Contact". The system automatically puts the Primary Contact in a special group, called the Family Primary Contacts group. This group can be used when you want to email a message to all families, or print mailing labels for all families. The system can use the Family Primary Contacts group so that only one person from each family gets the message or mailing label. This is handy when you do not really want to send the message or mail-out to all members of each family.

To use this feature, turn on the Checkbox next to the name of the family member who will be your Primary Contact. Then click the [Set Primary Contact] Button to make it official.

Designating a Secondary Contact:
If the [Family Groups] "Radio" Button was selected on the CONTROL PANEL of the "Groups & Attendance" Screen, this screen will also have a [Set Secondary Contact] Button at the bottom of the member list window.

The purpose of this option is to identify which member of the Family is the "Secondary Contact" in their Family Group. The "Secondary" person comes into play if you create a Directory Report where the Primary person is listed first along with their info, followed by the Secondary person along with their info, and then followed by the other members of the Family Group.

To use this feature, turn on the Checkbox next to the name of the family member who will be your Secondary Contact. Then click the [Set Secondary Contact] Button to make it official.

** Note: You cannot designate a Secondary contact unless you already have designated a Primary contact.

** Hint: If the Family Group contains only one person, you should designate that person as the Primary person. If the Family Group contains only one parent, you should designate that person as the Primary whether the person is male or female. Children should not have a Primary or Secondary designation.

Designating a Care Group Leader:
If the [Care Groups] "Radio" Button was selected on the CONTROL PANEL of the "Groups & Attendance" Screen, this screen will also have a [Set Care Group Leader] Button at the bottom of the member list window.

The purpose of this option is to identify which member of the Care Group is the "Leader Contact". The system automatically puts the Care Group Leader in a special group, called the Care Group Primary Contacts group. This group can be used when you want to email a message to all Care Group Leaders, or print mailing labels for Care Group Leaders. The system can use the Care Group Primary Contacts group so that only one person from each Care Group gets the message or mailing label. This is handy when you do not really want to send the message or mail-out to all members of each Care Group.

To use this feature, turn on the Checkbox next to the name of the Care Group member who will be your Leader. Then click the [Set Care Group Leader] Button to make it official.

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