Working with Subgroups in Subgroup Central

To view a subgroup in Subgroup Central:

1.    From the Personify main toolbar, select Customers and Committees > Subgroup Central.
The Subgroup Central search screen displays.

2.    Create a new subgroup or search for and select a subgroup.
The subgroup displays in Subgroup Central, as shown below.

Using the various tabs and tasks on the Subgroup Central screen, you can perform the following tasks:

·           Officers

o           Adding Subgroup Officers

·           Subgroup Information

o           Adding Subgroup Demographics

o           Viewing Products Linked to Subgroups

o           Performing Subgroup Group Actions

·           Member Counts

o           Viewing Subgroup Member Counts

·           Subgroup Members

o           Viewing Subgroup Member Detail

·            Order Listing

o           Viewing Subgroup Order Listing

·           Subgroups as Customers

o           Adding an Activity

o           Changing a Subgroup Name

o           Changing a Subgroup Address

o           Changing a Subgroup's Contact Information

o           Viewing DCD File Downloads

o           Editing Web Access

o           Editing Aliases

o           Adding Lists

o           Adding Miscellaneous Comments about a Customer

·           Segmentation

o           Defining Customer Segmentation

§            Adding Org-Unit Segment Membership

§            Deleting an Org-Unit Segment Membership

o           Viewing Web Segment Membership

o           Adding Segments this Customer Controls

o           Making this Customer a Web Segment

o           Creating a Primary Search Group Mapping

·            Relationships

o           Displaying Hierarchical Tree View

o           Displaying Relationships by Type

o           Adding a New Relationship

o           Viewing the Customer Financial Analysis

o           Entering an Order

·           Accounting

o           Viewing the Customer Financial Analysis

o           Entering an Order

o           Entering a Payment