Aristotle Support
Groups
About Groups
Groups Categories and Groups are intended to keep track of regularly used lists/groups of individuals. It is not designed to carry a large volume of information because of its utility in highlighting key data. A Group can prevent you from having to do a routine search for the same individuals over...
17 Dec, 2011
Creating Groups
It is a good practice to develop a relationship structure before you start setting up groups and categories. Create a basic structure and then ensure that new categories and groups are added following that structure. Planning ahead will save you maintenance time down the road. To create a Group...
18 Dec, 2011
Creating a Group from an Individual Record
Beginning in an Individual record, select the Groups Panel Pane. The Groups Panel Pane expands. Any existing groups associated with that individual record are listed. Groups created earlier can be selected by Category and Group name using the two drop down menus. Click the Add to Group button to...
11 Jun, 2009
Adding New Members to the Group
In an Individual Record, click on the Manage Group Memberships link on the right of the screen. The Group Detail window displays. View current members by clicking the Show Members button. To add members to this Group, Type the last name of the person you would like to add in the Criteria field. A...
17 Dec, 2011
Assigning a List to a Group
1. List View also affords you the ability to assign multiple records to a group in one operation. To assign records to a group, first select to check all the records you want assigned in the Search Results window. 2. Then, click the Add Results to Existing Group link on the List Function Menu to...
17 Dec, 2011
Using Group Management
The Group Management page allows you to add, edit, and delete groups and group categories to meet your needs. Use this page to establish, edit, and remove Groups and Categories from the system. You use searches and Quick Entry to add individuals to the Groups and Categories. Steps to Edit Group...
18 Dec, 2011
When to Use Groups vs. Notes
Groups - Categories and Groups are intended to keep track of regularly used lists/groups of individuals. It is not designed to carry a large volume of information because of its utility in highlighting key data. A Group can prevent you from having to do a routine search for the same individuals...
12 Jun, 2009
Assigning to Groups using Webform Builder
Is there a way to have Supporters enter their own information(for volunteering, newletters, etc) and have it directly import into 360? YES!  There is a simple tool that would allow you to have people sign up to Groups in Aristotle 360.  You can create the web form with the Web Form...
27 Mar, 2010
(UPDATED) Walkthrough: Using the Import Wizard
Normal 0 false false false MicrosoftInternetExplorer4 Walkthrough: Using the Import Wizard   The Import Manager, under the File tab, allows you to import a group of records into your database in a single operation. By mapping the columns of your import, you have great...
30 Aug, 2013