General Info Page

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General Info Page

This page contains basic contact information for the group.


 

The following fields are available:

Group Name - the name of the group

Contact Name - a primary contact name

Type - the general type or category of the group. Values can be preloaded, but new entries can also be entered and you will be prompted to add the new entry to the list. See Group Types for more information.

Address - the group address. See Address Overview for details about entering addresses.

Other Phone 1 & 2 - groups provide for two additional phone numbers in addition to the standard number saved with the address

Email - the group general email address

Website - the group website

Comments - general details about the group

Date Established - the date the group was initially created

Include in Mailings - indicates whether the group should be selected on mailing label reports

Report Default - indicates whether the group should be the default selected group on reports that include the group name as criteria. Only one group can be identified as the default.

Auto-Associate - indicates whether all new member records should be associated to the group automatically

Yearly Dues - the yearly dues amount for membership in the group