NEW FEATURE – Group View

Friday, December 11, 2009 12:33:00 PM Categories: New Features
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We have one more great addition before the end of the year. How about something to help with assimilation, recruiting and similar tasks?

Through the years, we learned that putting people who expressed interest in certain decisions or growth points (ex. new member’s class, joining a group, volunteering) in a group is actually much more efficient and effective than simply flagging or tagging them with a member attribute and pulling reports every time you wanted to see or do something with them. So, we began using “Connect” groups as a holding / communication pool for these people. It made those folks quickly accessible for everyone and easy to communicate with. However, we found that the extra steps to keep notes, view other information such as date of first visit and transfer to another group were cumbersome. Thus, the genesis and purpose of our NEW, COMPLETELY CUSTOMIZABLE, GROUP VIEW.

The next time you go to a group’s information page, you’ll notice things look a little different. There’s no change at the member level, but at the leader and coach levels, they will see these changes:

  1. Check boxes by each name so that you can choose an individual or multiple people to transfer or remove.
  2. Click on the name of an individual to view their profile and update their information. This replaces the “View Profile” column.
  3. Remove option allows the leader to remove an individual or several people at once. This replaces the “Remove Member” column.
  4. Transfer option allows them to remove people from this group and add them to another group in just a couple of steps.
  5. Once you have created another view that is accessible at the leader and/or coach level (the small group view is the standard view), the option to pick a Group View shows up like it does at the higher security levels.

From the Administrative Assistant Level on up, in addition to the above, they can:

  1. Customize group views by dragging any fixed or customized attribute or any contact information into the group view.
  2. Set default view for a particular group.

In addition to all of the above, the Small Group Administrator can click Customization features – Customize Groupfinder – Group view customization and do the following:

  1. Add and edit current group views.
  2. Remove group views.
  3. Set the default view that is used for all new groups that are created.

Notes and Recommendations:

  1. You can determine who has access to which group view. The goal is to keep as few group views available at the coach level on down as possible. Yet leaving a wide range of uses for Administrative Assistants and up.
  2. Each member attribute has a security level that can’t be compromised. ex. an attribute viewable only by AA and up that is included in a Group View viewable lower than AA will not show up at the lower security levels.
  3. Clearly communicate with staff so that they don’t edit important Group Views, especially your primary views for leaders.
  4. I’ll get a video on it out in the next few days.
  5. Try it and give us your thoughts and/or feedback.

2009 has been an incredible year for Churchteams. Thank you for your encouragement and referrals. I pray you have a Merry Christmas and Happy New Year. It is our privilege to serve you.