thankQ Help
Groups can be used for mailing and reporting purposes or for grouping contacts that are on a committee or board.
Groups are also a good way of grouping contacts together to be able to globally update Profiles, Mailing Preferences etc.
Contacts can be added individually to a Group or by searching for contacts that have the same information and adding that selection to the Group.
Contacts do not necessarily have shared characteristics. For example, they may be a group of committee members or a group of people who have expressed an informal interest in some aspect of your organisation.
There may be an Event coming up so several searches can be run over the database for contacts who meet certain criteria and added to a Group that can be loaded into the Event.
1.Click on the Groups icon under the Contact module
2.Click New on the tool bar
3.Enter a Title for the Group
4.Enter the Type of Group this is
5.If there is a person on the database that is responsible for this Group select this person from the Pick List beside Manager. If this person is not a Group Member they will not receive any mailings.
6.Click OK
Group ID |
automatically entered by thankQ, a unique identifier for the group |
Number in Group |
number of contacts in the group. Automatically calculated by thankQ as contacts are added to the group |
Total Mail Qty |
the total quantity of correspondence (newsletters, brochures, catalogues) that will be sent to the group. Automatically calculated by thankQ as contacts are added to the group |
Title |
a name for the group |
Type |
the type of group e.g. board, committee, panel |
Priority |
priority / importance of the group e.g. urgent, high, normal, low |
Manager Serial No, Manager Name |
use the pick list button to select the person who will be responsible for the group from a list |
