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GROUPS
V3: Groups View-- an Overview
V3: Groups View-- an Overview

General background on the PastorsLine GROUPS view.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

HOW TO GET TO GROUPS

From the PastorsLine dashboard, click on Groups (group of people icon, pink box in image below).

LOOKING AT THE COLUMNS

Column 1 is basically the dashboard icons.

COLUMNS 2&3

In Column 2 are the filters available within the Groups view. As you can see, we have opened the Integrations filter to reveal several sub-sections. The sub-sections you see will depend on the integration(s) you have set up with PastorsLine.

In Column 3 you will find the groups within the filter(s) you chose.


USING COLUMN 2

Notice the blue arrow in the image below. The arrow is pointing to the Integrations downward arrow. When this filter was closed, the arrow pointed to the right. An arrow pointing to the right means that there are more sub-filters within this filter.

So, since each of the integrations has an arrow pointing to the right, we know that if we click on one of the integrations, we will find further sub-filters.

LIST OF FILTERS + DETAIL

All Groups: all your PastorsLine groups

All

Named

Unnamed

Favorites: your most frequently selected groups

Type: all your named groups

Regular

PastorsLine

CCB

Elvanto

Mailchimp

Breeze

PCO
Rock RMS

With Keywords

PastorsLine

CCB

Elvanto

Mailchimp

Breeze

PCO
Rock RMS

Import History: a record of the imports you made (importing contacts) such as from a .csv file.

Integrations: Groups filtered by your PastorsLine integrations

None

Groups not associated with any ChMS or other integration.

Breeze

Groups integrated with the Breeze ChMS:

  • Events

  • Tags

  • Unsynced

  • Never Synced

CCB

Groups integrated with the CCB ChMS:

  • Regular Groups

  • Process Queues

  • Saved Searches

  • Unsynced

  • Never Synced

Elvanto

Groups integrated with the Elvanto ChMS:

  • All Synced

  • Unsynced

  • Never Synced

Mailchimp

Groups integrated with Mailchimp:

  • All Synced

  • Unsynced

  • Never Synced

PCO

Groups integrated with the Planning Center ChMS:

  • Lists

  • No List

  • Unsynced

  • Never Synced

Rock

Groups integrated with the Rock RMS:

  • All Synced

  • Unsynced

Archived: Groups you have archived. See more information about archive here.

All

PastorsLine

Breeze

CCB

Elvanto

Mailchimp

PCO

Rock RMS


USING COLUMN 3

Below is a closeup of some of the header information in Column 3:

We have clicked on Sort (3-line icon). Now we see 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...

Hovering over a group highlights that group and shows more information about it.

Example 1: A general hover shows that there is one member in this group.

Example 2: A general hover of an integration groups shows the integration name and important phone number info.

1-way INTEGRATION

Some groups will have an additional label. This label tells you that the sync is 1-way:

  • 1-way-in (turquoise box in image below) - note that the arrow points inward from right to left

  • 1-way-out (gold box in image below) - note that the arrow points outward from left to right

Here's how it works.

FROM AN EXTERNAL GROUP TO PASTORSLINE = 1-way-in

If I add a new member to my external group, does it get added to PL? Yes

If I add a new member to PL, does it get added to my external group? NO

FROM PASTORSLINE TO AN EXTERNAL GROUP = 1-way-out

If I add a new member to PL, does it get added to my external group? Yes.

If I add a new member to my external group, does it get added to PL? Not if it is one way PL to external only

TO SEE MORE DETAIL ABOUT A GROUP

Click on the group name. The Group Detail View will open to the right.


ICONS AT THE TOP OF THE COLUMNS

1: Groups Settings

(gear icon, turquoise #1)

Click on this icon to go to the Groups Settings page.

2: Minimize

(lines + arrow icon, turquoise #2)

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)

Is now:

Was:


4: Sort

(decreasing lines icon, turquoise #4)

Click on this icon to sort your groups list in the second black column.

5: Search

(magnifying glass icon, turquoise #5)

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).

Update 2023.02.09: When you search for a group, the results will now include all the keywords associated with that group (gold box in image below).

See more icons + explanations here: Icon List


HOW TO WORK WITH THE DETAIL

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