Setup and add people to a group

A very important component of PTOffice is how you organize your contacts. You can place contacts into any type of Group you can imagine.

Here's how to set up a Group (Board, Committee, etc.):

1. LOGIN to your PTOffice account
2. Click on the hamburger menu in the upper left-hand corner and choose the CONTACTS module
3. Click on the + ADD A GROUP link located at the bottom of the Groups menu on the left-hand side menu
4. Enter a group name
5. Click SAVE

Here's how to set up a Sub-Group:

1. LOGIN to your PTOffice account
2. Click on the hamburger menu in the upper left-hand corner and choose the CONTACTS module
3. Click on the three dots located next to the Group name you wish to add a sub-group to
4. Choose + ADD SUB GROUP link from the sub-menu that appears
5. Enter a group name
6. Click SAVE

Here's how to add contacts to a Group:

1. Login to your PTOffice account
2. Click on the hamburger menu in the upper left-hand corner and choose the CONTACTS module
3. Click on the ALL CONTACTS link located at the top of the menu on the left-hand side
4. Search for and/or select all the contacts you wish to add to a group by checking the box on the left-hand side of the contact's record line.
5. Click the three dots to the right of any of the selected contacts
6. Click the ADD TO GROUP sub-menu and then choose if you wish to only add the INDIVIDUAL contact to a group of if you wish to add ALL SELECTED contacts to a group
7. Select a group to add the contact(s) to from the Select a Group drop-down menu
8. Click SAVE
9. If the group you are adding to has available titles or roles to choose from, you will be prompted to choose a title or ole to assign this new contact to and then select CLOSE

Here's how to remove contacts from a Group:

1. Login to your PTOffice account
2. Click on the hamburger menu in the upper left-hand corner and choose the CONTACTS module
3. Click on the group you are removing the member from located on the left-hand side
4. Search for and/or select all the contacts you wish to remove from a group by checking the box on the left-hand side of the contact's record line.
5. Click the three dots to the right of any of the selected contacts
6. Click the REMOVE sub-menu and then choose if you wish to only remove the INDIVIDUAL contact to a group of if you wish to remove ALL SELECTED contacts from a group

Good to know: When trying to add a large group of people to a group, you can always search for their common trait using the Search function on the Contacts page. Using the checkbox at the top left-hand corner of the table, you can select all the returned contacts and then use the methods above to add ALL SELECTED CONTACTS to a group.