Overview

This tool has the ability to populate groups based on custom fields information that the client has previously uploaded to a members profile. This is not an import tool to add users to the system. This is a tool to use to manually populate a group using custom field data that clients have populated the membership profiles with.

 This will not add contacts to the system. It will only import active members into a specific group.

You would go manually to the group and set up the filters and run them each time you need that group updated.

• Create custom fields in your network

Note: CivicReady must activate this option on your network. 

Instructions

1. Navigate to Groups
   
   
2. Select a group
   
3. Navigate to Custom Fields Users Filter on the left-hand side
   
4. Custom Fields Users Filter page will display
   
   • Note: You can not sort by the same custom field more than once in a filter.
   • Note: You must click the red button at the bottom for the system to run the filter.
5. Use the Master Group(s) drop-down to select an existing group or groups
   
6. Click Add New to add a filter
   
7. Select filter options:
   
   
   • Custom Field: Select an existing custom field
   • Equal To: Select a level of justification
   • Custom Field Value: Select a custom field value
   • X: Click to delete filter options
8. Repeat steps 6 & 7 to add more filters
9. Click Save