After selecting a Group Name, the Group Roster will appear, displaying essential details about each group member, including:
- Name
- Primary Phone Number
- Email Address
- Link to Member Information
- Group Member Status
From this view, you can manage group members using the following actions:
Managing Group Members
-
Add a Person
- Click Add Individual under group menu
- Click Add Individual under group menu
-
Remove a Member
- Click the tri dot next to the individual you want to remove. Click remove from group
- Click the tri dot next to the individual you want to remove. Click remove from group
-
View Individual Details
- Click on the member’s name to access their individual record.
-
Change Member Status
- Click the tri dot next to the individual
- Select See Detail
- Change drop down to the correct status
These tools make it easy to maintain an accurate & up-to-date group Roster.
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