Groups FAQ
This article provides answers to common questions about managing group participants, including adding, moving, and deleting members, as well as handling group events and roles within the system.
There is no way to merge duplicate Group Participant records. If the person isn't actually supposed to be in the group, you can delete them. Alternatively, if you added one person to the wrong group, you can move them to the appropriate group. To move more than one group participant at a time, mass reassign them.
We've got an article for that! See our article on how to put participants from multiple groups into a new group for more information.
- Go to .
- Copy the existing view.
- Update the name and edit the dependent clause to use the name of the person's saved selection in place of dp_DEFAULT. You could also replace dp_UserID with the actual person's ID if anyone else will use this but pointed to the original person's saved selection.
We've got an article for that! See our article on how to add people with similar attributes to a group for more information.
Yes, see the options for associating groups and events.
We've got an article for that! See our article on how to correct end-dated group participants for more information.
Consider these reports: Selected Group Participation Percentages, Selected Group Participation Summary, Selected Group Last Attended, Selected Group Attendance, Selected Group Attendance By Individual. If none of those reports meet your needs, a SPoC can reach out to Professional Services to create a custom report.
Want to see a quick overview of your church's groups? Check out the Group Stats view on the Groups page.
We do not recommend doing this, as it is poor data quality and can create confusion. However, it will not affect check-in and the group participant will only have one listing for the event when checking in.
This affects the list of available group roles for a group leader when they edit or add group members through the My_Groups page on the portal. If a role has Omit from Portal set to Yes, that role will not display in the drop-down list of roles that the leader can assign to new group members.
A parent group is only used so people can find their groups more easily. You may create a parent group to help someone find all of a certain age group, such as their elementary groups, on the Groups or Group Participants page. You must add all sub-groups, rather than the parent group, to check-in so the group members can check in.
Yes. Use the Attach File button within the Group record to add documents like meeting notes or leader evaluations. You can also work with Professional Services to add a notes field within the Group record itself.