Page Comparison

Video Demonstration:

Step-by-Step Guide to Creating a Group from Grouping Page

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1. Click on the "Households" button in the header navigation bar.
2. From this point you can use the filters feature to narrow the households list down to a specific set based upon account type (tenant, applicant, inactive), program, or project.
3. After the households list has been filtered to your choosing, click the "Create/Add to group" button.
4. You will be prompted to choose whether you wish to use these households for a new group, or to add them to a pre-existing group. 
   1. Create New Group - 
      1. Select the first bubble in the prompt.
         
      2. Enter a name and description for the new group.
      3. Click "Save".
   2. Add the households to an existing group -
      1. Select the second bubble in the prompt.
         
      2. Click the dropdown, and then select the existing group you wish to add the households to.
      3. Click "Save".
5. Success! The new and/or updated group has been saved. Now you can perform bulk actions with your group. See Group Letters and Bulk Same Transactions for guides on how to create a group letter, or post a bulk transaction.

Video Demonstration

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