Concepts
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Groups allow a ministry to have an unlimited number of combinations.
Groups differ from Lookups in that they are designed to group together those contacts who have dissimilar criteria. If a group of contacts all share a certain criteria (such as all from a certain city, all donors who have given a certain amount, etc.), then it is not necessary to combine them in Groups: a Lookup will perform that feature on demand. More importantly, a Lookup will identify all contacts who meet the criteria at the moment the lookup is run.
A Group, on the other hand, is fixed in time. For example, if a group was made entirely of contacts with a postal code 4431, then that group would be incomplete when another contact with that postal code was added to the database.
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Exercises
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| 1. | Create a new Group for people who have attended a recent student conference. |
| 2. | Add the following contacts to this group: |
Thorpe, Edward & Betty
Knightley, John
Musgrove, Henrietta
Vader, Darth
Schmitz, Anna
Woodhouse, Emma
Lucas, Charlotte
Castro, Minerva
Garcia, Hector
Vazquez, Gloria
Smith, Harriet
Renaud, Nicolas & Catherine
Elton, Philip, Augusta
Gonzalez, Angel & Celeste
| 3. | Send a mailing to all donors in the Metropolis area who have given $1000 or more in the past year. Record them in a Group so your ministry can follow-them up with phone calls. |
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