Utilizing Groups, subdirectories, and addendums

Groups, subdirectories and addendums can all help organize your directory AND your church family. 

In this Article

Adding and Using Groups

Creating Groups: 
  1. Go to Step 1 – Families 
  2. Click on Edit Family for one of the families you already have entered.
  3. Under the family photo, there is a box labeled Groups. To add a new group to your directory, click on Add Group underneath the Groups box.  There is no limit to how many groups you choose to have. 

Adding families or individuals: 
  1. To add the ENTIRE FAMILY to a group, make sure you are on the Edit Family Entry page and check the box next to the correct group. Add the entire family ONLY if you want the whole family to be in the group.
  2. To add ONLY AN INDIVIDUAL to a group, click on the name of the individual to open the Edit Family Member Details page and then check the box next to the correct group.
  3. You can add as many groups in your directory as you need to, and there is no limit as to how many groups a family or individual can be associated with.
  4. You can tag either individual family members or the entire family as in a group and then the individual member or the entire family will appear in the group subdirectory PDF and in the Android and iOS Mobile apps 2.0 version or higher.  
Making Groups Private 
There may be groups that you want just for office use. If you do not want a group to show in the Member apps or Member Website, you can mark that group as "Private." 1
  1. Go to Step 1 – Families 
  2. Click on Edit Family for one of the families you already have entered.
  3. Inside the Groups box, click on the name of the group you would like to make private.
  4. On the pop-up page, check the box next to "This group is private." 

  5. You will see a lock icon next to the group in the list to know it is set to Private.

Click on the link below to watch a short video on how to make groups private:     

Deleting a Group

Printing Subdirectories as PDF documents

The Group Sub-directories PDF provides a quick reference list of the members in a group and provides their contact information without having to search through the entire directory. The sub-directory PDF contains only the Text Roster for that group. 

Once you have members in a Group, generate your sub-directory under Step 7 - Share PDF under the Group Subdirectories section. Simply locate the subdirectory you wish to generate and click the "Generate PDF" button for that Group Subdirectory.

Each subdirectory that has been generated will have a "Download" link and a "Copy URL to Share" link. You can easily download the PDF or click to copy the hyperlink to share the PDF with group members. Remember, to share the PDF password with those who have the hyperlink.

Using an Addendum

By using the Addendum feature, you can see all the changes in your directory during a specific time period. To create an addendum: 

1.     Go to Step 7 - Share PDF.

2.     Locate the "Addendum" under the Full Directory section

3.     Enter the date you wish for changes to be included in the addendum.

4.     Click the Generate PDF button

5.     After you've updated your directory, the Addendum will show a last generated date.

6.     You can then click the "Download" link or "Copy URL to Share" link to share your Addendum.


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