A group is a collection of people, all of whom have Roles within the Group, such as the choir or the stewardship committee. Groups have many uses including: committees, church school classes, covenant groups, baby sitters. The possibilities are endless. ChurchInfo makes it easy to contact all the members of a group by letter or email. Groups can be used to represent organization, educational, and social constructs within the church.
For example, a Group may be “Friday Night Bible Study.” Roles within this group may be Leader, Assistant Leader, and Member. If 16 people are assigned to this group, 13 may occupy the Role of Member, 2 may occupy the Role of Assistant Leader, and 1 may occupy the Role of Leader.
When a new Group is created, a Role of “Member” is automatically created and assigned as the Default Role for that Group. (You may immediately change the name of this role, however.)
Every Group has a Default Role, which is simply the “standard” Role for a Member of that Group. For a class, for instance, the Default Role might be Student, because 95% of the people in the class will be Students. There will be other Roles – Teacher, Assistant Teacher, etc. – but most everyone will be a Student, so that's the Default Role.
Default Roles allow you to quickly add new Members to a group. If you have 200 People in your Cart, you don't have to specify Roles for every record to dump the Cart to a Group, they are simply added as the Default Role. This also allows quick sorting of the organizers of a Group. The Group View producers all Members of a Group who do not occupy the Default Role, which are usually the organizers and administrators of the Group.
Group types allow you to categorize your groups. For example, a group called “Gleaners Class” can be type “Sunday School” and a group called “Franklin House” can be type “Cell Groups”. This helps in further classifying groups so that you don't have to memorize which group is associated with which type.
When a new group is created, you are given the option to set the group type.
From the top menu, click on “Edit Group Types” (under “Groups”).
Group-Specific Properties is a powerful feature that allows you to add any fields that you need to use that do not come built-in with ChurchInfo. This feature allows you to, for example, add a Mentor to a person, or add an additional date (such as confirmation). The possibilities are endless. Note that group-specific properties are person properties that apply to a person that is in a specific group (like the date they joined the group), they are not group properties that apply to the group as a whole (like the location where the group is meeting). Use Group Properties (not Group-Specific Properties) to define properties of the group as a whole.
See the custom fields help topic.
All members of the cart will be added to the specified Group IF they do not already exist in that Group. If a Person in the cart already exists in the specified Group, that Person will not be added again.
All People will be added to the Group in that group's Default Role.
Adding group members to the cart is an easy way to add a group of individuals to the cart. Right now, the cart can be used to add individuals to a group. However, in future releases, the cart will be able to make group mailing lists and other features. For more information, see the cart help topic.
How do I assign a Property to a Group? See the properties help topic.