HOW TO GET TO GROUPS
From the PastorsLine dashboard, click on Groups (group of people icon, gold box below).
LOOKING AT THE COLUMNS
Column 1 is basically the dashboard icons.
Columns 2 & 3 show you more detail about the view you chose -- in this case, Groups.
In Column 2 are the categories available within the Groups view. As you can see, we selected All Groups (highlighted in Column 2 in image above) which is the main category, i.e., all the sub-categories put together. At the moment, there are 14 groups in this PastorsLine account.
USING COLUMN 2
THAT BLUE ARROW IN THE IMAGE ABOVE
Notice that the blue arrow is pointing to the Integrations downward arrow. This means that there are more sub-categories within this sub-category.
If we click on the downward arrow, we arrive at several sub-categories. Two of them (CCB & PCO) can be opened further. Mailchimp cannot.
If we click on CCB, for example, we see that we have reached the end of the sub-division.
LIST OF SUBCATEGORIES + DETAIL
All Groups: all your PastorsLine groups
Favorites: your most frequently selected groups
Type: all your named groups
Import History: a record of the imports you made (importing contacts) such as from a .csv file.
Integrations: Groups categorized by your PastorsLine integrations
Groups not associated with any ChMS or other integration.
Groups integrated with the Breeze ChMS.
Groups integrated with the CCB ChMS:
Groups integrated with the Elvanto ChMS.
Groups integrated with Mailchimp.
Groups integrated with the Planning Center ChMS:
Archived: Groups you have archived. See more information about archive here.
USING COLUMN 3
THAT GOLD & BROWN ARROW IN THE IMAGE ABOVE
This points to the sort options for the details in this column. It's a little bit complex, so we've given this topic its own article. Read it here.
Hovering over a group highlights that group and begins to show more information about it.
Hovering closer... (1)
If we hover nearer to the group name, we get an explanation for that number (in this case zero) after the name. We see that it is the number of members in the group. This group has 0 members.
Hovering closer... (2)
If we hover nearer to the symbol after the group, we get two explanations. One is what that the symbol stands for. In this case, it is Church Community Builder (CCB). So, this is a CCB-integrated group. Another explanation is that there is no phone number associated with this group.
To see more detail, click on this line.
The Group Detail View will open to the right.
ICONS AT THE TOP OF THE COLUMNS
1: Groups Settings
(gear icon, turquoise #1 in image above)
Click on this icon to go to the Groups Settings page.
(lines + arrow icon, turquoise #2 in main image above)
Click on this icon to hide the second black column.
This gives more space in the third column (currently the white space as we have not chosen a group to work with).
3: New Group
(people+ icon, turquoise #3 in main image above)
Click on this icon to add a new group.
(decreasing lines icon, turquoise #4 in main image above).
Click on this icon to sort your groups list in the second black column.
(magnifying glass icon, turquoise #5 in main image above).
Click on this icon to search for a group. You can use the group name, part of the group name, a keyword, or part of a keyword.
We added the keyword "banana" to our Web Widget group. We searched for "ban". The Search function found it. Note that the group keywords appear under the group name (turquoise box + arrow in image above).
See more icons + explanations here: Icon List