Group Profile Page: Overview

  1. Currently enrolled group events
  2. Quick notes (group Events)
  3. Group profile Action menu (see below)
  4. Group profile tabs

Action Menu

  1. Send out emails to group leads.
  2. Generate documents associated with the group.
  3. Generate labels
  4. Register groups for Events.
  5. Unregister groups from Events.
  6. Create packages for groups (this only appears/applies for clients who have purchased the Conference and Retreat module)
  7. Allows you to merge Events + Conference & Retreat groups, without the support ticket! Go to the action menu of the Group Profile, select the new 'Merge' action and enter the Group ID of the group you wish to merge into. It's that easy!
  8. Delete a group all together.
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