Managing Groups

As if being able to filter distributors with the Office2Office preset filters wasn’t enough, you can “pin” names to make your own groups. If pinning isn’t enough power and flexibility for you, then there’s still more!

You can create your own groups to send Communication Blasts to. The groups can consist of anyone in your downline you choose. You may highlight, pin, or select a filter as the basis of the group.

Creating a Group

After you create this group, it will be available for mass mails, just as though it were a filter. Begin this procedure from the Filter View.

select names

1.    Select all the names for the group you wish to make. You may do this by pinning the names, or highlighting them. (Hint: use Ctrl-click to create a non-sequential list of highlighted names. Shift-click will create a sequential list of highlighted names.)

right click, select manage groups

2.    Right-click anywhere in the Filter View and select Manage Groups.

select source of names for group

3.    In the Manage Groups dialog box, select the appropriate source of names for the new group in the Add/Remove field.

type group name

4.    In the New Group Name field, type a group name.

click ok

5.    Click OK when finished.

Sending a Communication Blast to a Group

Once you have created a group, the group will now be available in the filters drop down.

select filter drop down

6.    Select the Filter drop down.

select <group> filter

7.    Select the filter titled <Group>.

select desired group

8.    From the Filter Group dialog, select the group that is to receive this Communication Blast. When you click OK, the group will appear in the Filter View.

start a communication blast

9.    You may now right click anywhere on the Filter View and select Communication Blast.

select current filter

10.   Select Current Filter in the Communication Blast dialog box to send a mass mail to the group.

Adding Names to an Existing Group

You may add names to an existing group. (You may need to first select the Entire Genealogy filter to make all the downline names are available to the Filter View.)

highlight or pin names

11.   Highlight or pin all the names you want to add to a group.

select manage groups

12.   Right click anywhere in either view and select Manage Groups.

select add to group

13.   In the Manage Groups dialog box, select Add to group. All groups on your system will display in the Select a group field.

select pinned or highlighted

14.   In the Add/Remove field, select whether the names you want to add are pinned or highlighted.

select group name

15.   Select the desired group name and click OK. The names are now added to your group.

Removing Names from an Existing Group

You may remove names from an existing group. (You may need to first select the Entire Genealogy filter to make all the downline names are available to the Filter View.)

higlight or pin names

16.   Highlight or pin all the names you want to remove from a group.

select manage groups

17.   Right click anywhere in either view and select Manage Groups.

select remove from group

18.   In the Manage Groups dialog box, select Remove from group. All groups on your system will display in the Select a group field.

select pinned or highlighted

19.   In the Add/Remove field, select whether the names you want to remove are pinned or highlighted.

select group name

20.   Select the desired group name and click OK. The names are now removed from your group.