To Do Groups

 

"To Do groups" allow you to easily process various clients. You can choose to process 100 clients one by one, or by sets of X, where X is any number.

 

To Do groups work exactly like "On-the-Fly groups", and the buttons are exactly analogous (for more information on On-the-Fly groups, see the On-the-Fly Groups help entry).

 

Once you have a list of clients with a common trait (such as a "Membership Pending" attribute), press the button next to the . This will create a (T)o Do group. Then, once an client is processed (such as by phoning the client and notifying him/her about something), you can choose to be (D)one  with the current client, and you could mark an "X" next to the  circled .

 

Also, if you wish to process client by groups of 2, 3, or more, you can enter a number into the field. This will process all the client currently being viewed and display only 2, 3, etc., at a time.

 

To view the current batch of clients being processed, you can click on  at the top navigation bar

 

At any moment you can press the button to select the main group or click on to select those records already done or to select the next group of X records to interact with.