The

Groups feature in Doorways allows you to select

up to 100 households and combine them into a

group

. You may achieve this through the grouping page, all households report, and/or the aging report. From a group you can select whether you wish to post a transaction for the entire group,

send a letter to the entire group, or process interest allocations. Read below for more details. 

Groups List Overview

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A. Search by Group Name - Here you can search for a household group by name.

B. Filter - In this dropdown, you can filter between

My Groups

and

All Groups

C. Create New Group - Click this button to begin the process of creating a new group.

D. Group Name/Link - This field will show all of the groups, with the most recently created at the top. Once clicked, it will take you to Group Detail Overview, detailed below.

E. Created - Date the group was created on

F. Owner - Individual responsible for creating the group

G. Members - Number of members in the group. Note: A group can have no more than 100 members 

H. Delete Group Icon -Clicking this trash can icon will delete the group. Note: This cannot be undone.

I. Page Navigation - If there are many groups, they may bleed over to separate pages. Click the number of the page you wish to view and/or the left or right icon to "flip" the page.

Group Detail Overview

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A. Back to Manage Groups - Click this link to return to the groups list overview.

B. Edit Group Name and/or Group Description - The group name is shown here along with a running count of the amount of members that belong to the group. Click one of the edit links to change the group name or description.

C. Current & History - By default, you will be on the Current screen - which shows the details outlined here. By clicking on History you are taken to a section to view historical transactions

D. Member Search Bar - Entering a name into this field will search through the entire list of households in the app, not just those in the group. From here you can click the

Add Group Member

button to include the searched for household into the group.

E. Account Selection - If all of the households are in the same program, this dropdown will appear - allowing you to select the same account for all members. 

F. Action Selection Dropdown - Click this dropdown to show a list of actions able to be performed in bulk for the groups members. Currently you can choose either a bulk letter,

a bulk transaction, or interest allocations. 

G.  Add Group Member - Click this button to add a new member to the group. This is done by using the search bar (

D) and after selecting a member, clicking this button.

H. Member Name/Link - The head of household appears in the group list here. Clicking on the members name will direct you to their household overview page.

I. Account Select Dropdown - Click this dropdown to offer a menu of the household members accounts. In order to post a bulk transaction an account 

must  be selected.

J. Notes - Clicking this icon allows you to view all of the members notes, as well as create new notes. 

K. Delete Member Icon - Click the trash button to remove a household member from the group list.