CAA Product Help

On the Groups , you can make a group using the "Add Group" function. Then later you can add people to the group by clicking on the Add Group Members hyperlink for that group found on the CONTROL PANEL of the Groups screen.

For Contact Groups, the "Make Group Via Search/Select" function is a way to create the group, select certain people, and place those people into it all in one process. Or you can also use this function to search for additional people and add them to an existing group.

** Note: You can also use this function to search for other groups and add them to an existing group, in effect "merging groups" together into one group. For example, if you have several groups and you want to print labels or contact reports for all members of those groups, you can use this function to create a new group that contains all the members of all the groups you choose to add to it.

The following explains how to use the "Make Group Via Search/Select" process.

Step 1:
The first step uses the "Search/Select" function shown on this screen. You can use it to choose who you want to be in the group you are building. All of the search options shown on that Search/Select screen are available to you.

As with the regular Search/Select function, you can enter search parameters for standard data fields and custom data fields, you can perform compound searches using a combination of data fields and parameters, etc.

After you enter your parameters, click the [Search/Select] button.

Step 2:
After Step 1, you will see a screen showing you the contact records (people) that matched your search parameters.

After you press "Select/Search", you will be asked for a name to assign to the group. And then you'll be done.


** Note: Read the [Help ?] button narrative next to the "Choose Group" pull-down selection list for an explanation of why you might want to use existing groups to create a "temporary group".