Guide to Creating Groups

Video Demonstration:

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

1. Click "Groups" in the header navigational bar.
   
2. Click the "Create New Group" button.
   
3. Enter a name and description for the new group.
                                     
4. Click the "Save New Household Group" button.
5. You will then be navigated back to the groups list view. Click on the name of the group you just created.
6. Click "Add Group Member". A modal should pop up.
   
7. Now search for a group member by the head of household name. Click "Add" to add them to the group. Repeat for all members you wish to add.
8. The new member will appear in the group detail list. 
9. If you wish to have the ability to post a bulk transaction that includes this household, click the dropdown that says "Select Account". Clicking this dropdown will open a list of accounts associated with the household. Select the account.
   
10. Success! You have successfully created a new group.

Step-by-Step Guide to Creating a Group from All Households Report and/or Aging Report

1. Click on the "Occupancy" 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 Bulk Same Transactions for guides on how to create a group letter, or post a bulk transaction.