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Download Active List/Committee Contacts
You may need to download a list/committee's current members for various reasons. To do this: * In the desired list, click the down arrow next to the Add Contact button and select Download Active Contacts . * The system will download an Excel file of the active list of contacts, and you can review, edit, save, and…
View Historical Contacts for a List/Committee
You may need to review contacts that were previously active on a list, but have been deactivated. * For the desired list, click the Contacts tab. * Click the Customize Filter button. * Enable the Include Historical Contacts option. * Click Done . The contacts list will refresh and display dropped/inacti…
Set Contact Display Order
If you have chosen to include a list/committee on your public pages, you may wish to set the order in which contacts are displayed. For example, if you are displaying your staff, you may wish to display the president first, then the executive director, and so on. To organize: * For the desired list, click the Cont…
Lists/Committees: Files Tab
If you have any files specific to a list/committee, such as waivers or contracts, you can upload them to this tab for quick reference/access by back office staff. If you have used a file to import contacts to this list/committee, those files will be available here as well.
Synchronize a List/Committee to an Authorized Third Party Newsletter Solution
GrowthZone supports synchronization with Constant Contact and Mail Chimp. To synchronize a list/committee to your third party solution: * For the desired list/committee, select the General Tab. * In the General Settings , tick the Synchronize Contacts option. NOTE : If the group is set to Disallow opt-out ,…
Lists/Committees: Communication Tab
By selecting the "Communication" tab in any list/committee, you can review any communications that have been sent to the list/committee. You can also send emails to any list/committee from this tab. * Clicking the Send Email tab in the upper right corner will open a Send Email window where you can send the messa…
Lists/Committees: Events Tab
If you have set up a calendar specific to a list/committee- for example, a calendar for Board of Directors meetings, only visible to that list/committee- any events on that calendar will display in the "Events" tab.
View or Edit Contacts on a List/Committee
You may view and/or add contacts to a List/Committee on the Contacts tab. NOTE: You can also add individual members to the list/committees from their contact page. View Contacts on a List/Committee * Click Lists/Committee in the Navigation Panel. A list of the lists/committees currently configured in your sy…
Add a Contact to a List/Committee
While it is possible to add contacts in bulk to a list- either via report results or by importing a list- sometimes you may need to manually add a contact or contacts to a list/committee. You can do this either via the list/committee itself or on the Profile tab of the contact record. Add a Contact to a List/Committ…
Allow the Public and your Members to View or Join a List/Committee
You GrowthZone software provides you the opportunity to display lists & committees on your public web page and the InfoHub. For example, you may wish to display your staff or Board of Directors on your website. If you choose to display members of the list, the following information will be displayed: * Name * Orga…
