Editing a Group

Sometimes the aspects of a group may change. Read on to learn how to edit a group.

1. Search for the group you want to edit.

2. Click the Edit button and the Edit Group panel appears.
   

3. Go through and make any changes to the Group that are required.
   

• 1 - Move Group - this provides you with the ability to move the group attach it as a subgroup of an existing group, or, if this group is a subgroup, you can set it as a new primary group. For further details on Move Group, see: Moving Groups
• 2 - Name of the Group - you can change this to the desired name
• 3 - Type of Group - assign the required Group Type category that you want this group to be associated with. For details, see: Group Types
• 4 - Purpose of the group - free text to describe what purpose this group has.
• 5 & 6 - Hibernation and Expiry dates - if the group has a date limited purpose you can set the dates on which this should occur. For details on these functions, see: Hibernating and Expiring a Group
• 7 - Group Usage
  • Tasks - this controls whether group members can have tasks assigned. This applies to To-Dos, Rosters and Events. For further information, see: Group Tasks
  • Content - this controls whether group members can see any Notes or Library files. For further information, see: Group Content
• 8 - Filter data - adding details here will provide you options when using the Groups - Advanced Search function. For more information on this, see: Groups and Advanced Search
• 9 - Save and Cancel - select these buttons as required
• 10 - Delete - use this is you want to remove this group from your infoodle. Note that there are a few things to consider, and a choice to make in regards to either indicating that the contact is now a past member of the parent group, or that they should be removed from the parent group (if this group is a subgroup).

5. Click the Save button at the bottom of the screen when you have finished.