Group Definition
This tab shows an overview of all your currently created Groups, including the actual groups like families, companies, clubs, etc.
Pressing on the green + button opens a new dialog window.
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Choose your Group name, define a Person paying (optional), choose a Group Type defined under Group Configuration and whether you want Group payment activated.
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Each group can only have one group type, defined in the sub-tab Group configuration. For more details on how to set up a groups, please refer to this page: Customers & CRM - Groups |
Group Configuration
Here you can define a new Group type. You start with a basic, overall definition (family, company, club, etc.) and then manually add each position (Father/Mother/Owner/Co-Worker/Greenkeeper/etc.).
Choose “Group Type”:
Define a name:
Afterwards, you may add a position:
Once you click on the green “Save”-button, this position will be added under your Group Type.
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For a detailed guide on how to set up a Group configuration, please refer to this page: |
Dynamic Membership
To define a Dynamic Membership, you first have to set up a new Group configuration.
If you try to add a new type of group, a dialog window will ask you the following:
Choosing the latter option opens a very different configuration, opposed to a regular Group Type.
Put in the desired values and save the new type.
For a detailed guide of how to setup a Dynamic Membership Group Type, please refer to the following page: How to Add a Dynamic Membership Group Type (WiP)