Member workgroups are user-created groupings of individuals in your database. Member workgroups are teams composed of individuals who share a common mission, interest, or responsibilities. The Member Workgroups page enables you to create and manage your member workgroups.
Overview of the Member Workgroups Page
The Member Workgroups page is a list of all of your organization's workgroups and workgroup members. As shown in the illustration below, the page is divided into three main sections:
- Workgroups
- Members in Workgroup
The illustration below identifies the main areas on this page.
Workgroups
The Workgroups section lists each of the workgroups you create. Toolbar buttons at the top of this section enable you to manage your workgroups. You can add new workgroups and remove inactive workgroups. You can also combine individual workgroups to form a single workgroup.
The following illustration identifies the main elements in the Workgroups section.
Workgroups Toolbar
Toolbar buttons let you manage your family workgroups:
-
adds a new workgroup. -
deletes the selected workgroup. -
combines individual workgroups into a single workgroup.
List of Workgroups
Each workgroup listed in the Workgroups section has a link. Selecting the link shows the names of Members in the workgroup. The names are listed in the Members in Workgroup section to the right.
Edit Button
The Edit button appears to the left of each workgroup's name. Click to open a window where you can change the workgroup name and/or description.
Vertical Scroll Bar
If the Workgroups list is so long that it extends beyond the viewing area, click and drag the vertical scroll bar up or down to quickly scroll through the list.
Members in Workgroups
The Members in Workgroups section on the right lists the members of the currently selected workgroup.
As shown in the following illustration, the Finance Council workgroup is selected in the Workgroups section, and its members are listed in the Members in Workgroup section on the right. The illustration also identifies the main elements in the Members in Workgroup section.
Rolodex Filters
As your list of members in a workgroup grows, you will find filtering and sorting helpful for focusing on specific information. The Rolodex filters, located above the list of members in a selected workgroup, allow you to selectively manage list views.
When used with the column sort function, the filters let you drill down to see only the records you want to work with. For example, you can set up the filter to view only those members in the selected workgroup whose last name begins with M, as shown in the following illustration of the Men's Group workgroup:
For instructions on using the filters, see How to Filter Family List and Member List Records.
You can also sort records by any column in the list (for example, Last Name in ascending order) to make the information more easily accessible. For instructions on column sorting, see Sorting the Display of Records.
Members in Workgroup Toolbar
The Members in Workgroup toolbar is located under the row of Rolodex filters, as shown in the following illustration:
The toolbar contains buttons and menus for performing common tasks associated with members in Workgroups list functions
# Records menu
You can change the number of records displayed per page (default = 10). To do this, select the desired option from the # Records menu. 
To speed up page loading, select a lower value.
Toolbar Buttons
permanently saves changes you make to the layout of the Members in Workgroup list. For details, go to How to Customize the Layout of the Family List and Member List Pages.
resets the layout of the list to the default configuration.
sends email to selected members. For details, go to How to Send an Email Message.
lets you create personalized hardcopy letters for mass mailings to families and members. For details, go to How to Perform a Mail Merge.
lets you export the Members in Workgroups list to a spreadsheet or .csv file. For details, go to How to Export a List to a Spreadsheet or .csv File.
deletes one or more selected members from the workgroup.
adds a new member to the selected workgroup.
lets you delete members from a workgroup, create a new workgroup from a list of selected members, and add selected members to a workgroup. For details, go to Managing Families/Members within a Workgroup.
List of Quick Reports
From this list, you can quickly create a set of Member workgroup mailing labels or a member workgroup mailing list:
For details, go to these topics: How to Create a Workgroup Mailing Labels and How to Create a Workgroup Mailing List.
Column Headers
You can customize the contents and layout of the Members in Workgroups list to meet your needs. You can determine which columns of information to display in the list. You can also relocate and resize columns.
For details on customizing the layout, see How to Customize the Layout of the Family List and Member List Pages.
Workgroup Members
This is a list of all of the members in the selected workgroup. The list shows each member's first and last name, contact information, group membership, and member and organization identification numbers.
Selecting/Deselecting Members
You can select one or more members from the list and use the toolbar buttons to perform specific actions.
To individually select one or more members, check the box to the left of the member's name, as shown in this illustration:
To select members on all pages in the grid, click (in the header to the left of the Last Name column). A checkmark appears next to all members.
After selecting all members, you can deselect individual members by checking the box next to an individual's name.
To deselect members on all pages in the grid, click (in the header to the left of the Last Name column). The checkmark next to each member is removed.
Viewing a Member's Record
displays the member record. To update the record, see How to View or Update a Member's Record.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
-
: takes you directly to the page number. For example, clicking 2 takes you to Page 2 in the grid.
-
: takes you one page back from the page you are currently viewing.
-
: takes you one page forward from the page you are currently viewing.
Showing # - # (Total Records)
The bottom right corner of the page shows which records in the grid you are currently viewing out of the total number of records across all pages of the grid. Note that the total record count in the view (Showing # - # range) varies depending on the maximum number of records selected for pagination in the Show Menu.
Updated