Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
In the Families module, navigate to Family Directory > Family/Member Workgroups:
In the Workgroups section, check the box next to each workgroup you want to combine.
Click the merge icon, :
The Create New Workgroup from Selected Groups window is displayed: An asterisk (*) indicates a required field.
Type a name and description of the new workgroup.
Do one of the following:
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Click Save to save the workgroup.
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Click Cancel to exit the window without saving your workgroup information.
You return to the Family/Member Workgroups page. The newly combined workgroup is listed in the Workgroups section.
Updated