Help -- Training -- Explanations -- Hints

If you want to merge selected contact records into an existing group, this is the section of the screen to use.

Select a group from the menu pull-down list of choices. This menu list is just to the left of the "Choose Group" label. Then click the [Add to Chosen Group] button to place the active records into the group you selected.

What is the purpose of this feature?

- When you use the [Add Group] icon process to create a new group structure, you can add the members to the group in a separate step.

- However, if you already know who you want to place in the new group, you can use the [Create Groups via Search/Select] icon process to create a new group and put people into it all in one process.

- But also, you can merge groups with this process. If you have several groups or classes, you can use each group or class to create mailing labels or print contact reports, etc. But if you want to create one set of labels or one contact report for all people in all the groups or classes, you can merge them together into a single group using the [Create Groups via Search/Select] icon process. The first time, use this process to create a new, temporary group. Then repeat it to select each group or class and "add it" to the temporary group. When finished, you will have a temporary group that includes all the people who were in all the groups or classes you included in the process.

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