Help -- Training -- Explanations -- Hints

When you come to the Search/Select Groups screen from the Groups & Attendance screen, you can search for specific groups. Selecting those Groups will return you to the Groups & Attendance screenand it will be displaying on the CONTROL PANEL all the Groups you selected.

The "Search/Select Groups" Function:

The Search/Select Groups screen provides you with several filter options where you can enter values or specify parameters and then execute the search by clicking on the [Search/Select] button. The resulting set of records will match the search criteria and will be "selected" for display on the CONTROL PANEL of the Groups & Attendance screen.

The records displayed on the CONTROL PANEL are known as "active records" and you can view them, update them, add people to them, and so forth.

"Group Name" Filter:

At the top left of the screen, you may enter the name or partial name of a Group.

** Note 1: If you filter for Name = S, it will find all Groups with an "S" or "s" somewhere in the Group name. If you filter for Name = SS, it will find all Groups that have two "s" together in the Group name. For example, looking for "S" will find a Group named "Hospitals & Shelters" and a Group named "SS -- Young Adult Class". But looking for "SS" will not find the "Hospitals & Shelters" Group because there are not two "s" adjacent to one another anywhere in the Group name.

** Note 2: The Group Name entry box has a + sign following the search box label, and that means you can do an "exact search" by enclosing the search value in quotes. For example, if you search for a value of 2016, you get all Groups with the year 2016 somewhere in their names. But if you search for "2016", in quotes, you will get just the one Group named 2016 with no other letters or numbers in the name.

"First Letter Group Name" Filter:

You can select "A" through "Z" with the pull-down selection menu. Selecting one of these alphabet letters will limit the search to Groups with the selected letter in the first position of the name. For example, if you search for First Letter Group Name = Y, you would not find a Group named "SS -- Young Adult Class" even though there is a Y in the Group name. The Y would have to be in the first position of the name to be selected.

"Group Property" Filter:

You can further limit your search findings by using this filter. The pull-down selection menu offers 3 choices: Wall Group, Monthly Attendance Group, and Yearly Attendance Group. If you choose any of these, only those types of Groups will be available for selection.

Completing the "Search/Select Group" Process:

At the top left and bottom left side of the screen, in the theme-colored area, clicking the [Search/Select] button will accomplish two things.

- First, the search will be executed.

- Second, the system will return you to the Groups & Attendance screen where the selected records will be displayed on the CONTROL PANEL.

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