Group Management

When managing a group, view/update group name, is there a way you could add a few fields where we could put in a bit of information about the group? Like a mini group profile or even just a text box where we could add information?

Jani Dix - Operation Underground Railroad (A30059)

July 26, 2016 04:34

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  CERVIS Customer Support

  August 05, 2016 02:23

  Hi Jani,

  When viewing a group, you have the ability to add notes to the group.  This field is designed to store information about the group and you could easily store the type of information that you are asking about as a group.

  Warm Regards,

  CERVIS Customer Support

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  Nancy Hagerman - Second Harvest Food Bank of Metrolina (A30182)

  October 10, 2018 16:06

  I wish there was a 3 or 4 digit code that could be made for each group by the admin. which could be used for better sorting of information.  I have several banks that sign up using the bank name with their department ( Bank of America Finance, Bank of America Marketing) when i try to run a report seeing who is my top companies, i have to add all of these up on my own.  If there was a code, a report that could generate by the code could add up making a great end of the year report. 

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  CERVIS Customer Support

  October 10, 2018 22:21 Edited

  Hi Nancy,

  Thank you for your feedback. Though we do not currently have that exact solution in place, you can use the "Group Participation Report" to total your large sets of groups. You would do so by navigating to "Report Management" and enter the date range at the top of the page and choose your desired report format. Use the first report which is the "Group Participation Report". Use the "Group Name (Keyword)" search field and enter the keywords you are looking for such as "Bank of America". Click "Run Report" and the report will show and then total all of the hours for all of your Bank of America groups. 

   

  Warm Regards,

  CERVIS Customer Support 

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