10-05-2010 09:11 AM
I need help with groups. I belong to several organizations and have set up groups for the individuals who are members of these. I can't figure out how to add a note to each contact to specify the role they play in the group. For example, if someone iis the 2010 President of an industry association, how do I indicate that in the group list? Obviously if their title is 'account manager' in their company, that does not give me any clue as to who fits where in the group. Also, individuals may hold several titles within a group, such as committee member, committee chair, officer, volunteer, etc. I don't want to have to go card by card to figure out who holds various positions. Any ideas?
10-05-2010 11:59 AM
Wow, really good question, but there is not a way to tie a value to a specific contact in a group. So if joe smith is the president of the Chamber of Comerce and the treasurer of Rotary, you can't realy see his title of each group within each group. THere is nothing linking the contacts to specific field values within the group. This would be a feature request.
10-05-2010 12:02 PM
You can customize your columns on the Group Screen contacts tab. Just right click in the contacts tab, and select "Customize Columns". This allows you to select any contact field to display. You might want to add a field on the contact screen called "Association Title" where you keep this information. Then, add that field to the list on the Contacts tab in Groups.