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Group Memberships |
  
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Group Memberships |
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Contacts within EnergySteward.com can belong to contact groups via a group membership. These are optional memberships which allow you run reports or queries against subsets of your contacts. These groups are also used with email, fax and text messaging. These groups, and additional information information about contact groups, can be found in the configuration contact groups area . The screen shot below is where you add, update or delete a contact membership within groups.
Add Group Membership (button) - Click this button to add this contact as a member to a new group.
View/Edit Grid Button (pencil) - Click this next to the applicable group membership in order to change any of the information relevant to the group membership.
Delete Grid Button (red x) - Click this next to the applicable group membership that you want to permanently delete. When you delete a group membership, then only the specific contact group membership association is removed (the contact AND the group are/can still be used by other contacts). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the group membership detail which you are presented with when adding or updating a contact group membership.
Group (drop down list box) - This is a required field. This indicates the group type to use on the membership. See the configuration contact group type setup area for creating/updating contact group types. This item also includes a quick add icon for setting these types up directly from this screen (if you have appropriate security).
Effective From (date popup) - This is a required field. It will default to '01/01/1800'. This should be left at the default value unless date effectiveness for this group membership is important.
Effective Thru (date popup) - This is a required field. It will default to '12/31/3000'. This should be left at the default value unless date effectiveness for this group membership is important.