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- In Family Directory, click Family/Member Workgroups.
- In the Workgroups section, select the desired workgroup's link to display its members. For example, select the Church Clean Up workgroup to view its members:
- Click Add Families/Members to display the Add Families/Members to Workgroup window:
- To add a family or member, you must first search for the family/member in your database. Complete one or more of the Search fields. Then, click Search. For example, to add the Abler family, type "Ab" in the Last Name field. Then, click Search. The application searches the database for the family/member, and displays its results at the bottom of the window.
- Select the family or member you want to add to the workgroup. Then, click Accept. You return to the Family/Members Workgroups page. The family/member you selected has been added to the workgroup, and their name appears in the list.
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How to delete families/members from a Workgroup
- Click Family/Member Workgroups.
- In the Families/Members in Workgroup section, select the desired workgroup's link to display its members. For example, select the Church Cleanup workgroup to view its members:
- Select one or more families/members that you want to delete. For example:
- In the Families/Members in Workgroup toolbar, click
. A message is displayed to let you know how many records will be removed from the workgroup.
- Do one of the following:
- Click OK to delete the families/members from the workgroup. You return to the Family/Members Workgroups page. The selected records are no longer listed in the workgroup.
- Click Cancel to cancel the deletion. You return to the Family/Member Workgroups page. The selected records are still in the workgroup.
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