How to Create a Member Workgroup Mailing List


  1. Click to display the Member Workgroups page.
  2. If you manage multiple organizations, select the desired organization from the Organization list.
  3. In the Workgroups section, select the link for the desired workgroup.

In the following example, the Helping Hands workgroup is selected:

A list of members in the workgroup you selected are displayed in the Members in Workgroups section on the right.

  1. Select the member you want to include in the list. Choose one of the following methods:

The filters enable you to create a select list of members. If you do not set up any filters, all of the members in the workgroup will be selected. For help using the filters, see How to Filter Records.

  1. From the Quick Reports menu, select Member Workgroup Mailing List:

The mailing list is created and displayed in the Report Viewer.

  1. To print and save the list, see How to Print, View, and Save Reports.

 

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