Group Management
CareNote's Groups Management feature allows you to create and manage groups within your congregation. With this module, you can easily create and manage groups, view and update group member information, and track group activity.
Group Management Features
View Individual Profiles
View the individual profiles who are participants in this group. You can perform bulk actions on individual profiles like add to favorites, send email or sms, print labels and other functions.
View Households
View the household records of the individual profiles who are participants in this group. You can perform bulk actions on households like add to favorites, send email or sms, print labels and other functions.
Export to CSV
The Export to CSV function downloads and save a copy of your group particiants in a CSV (comma separated values) file format. This can be useful for a variety of purposes, such as creating backups of data, transferring data to other software or systems, or analyzing and manipulating data in a spreadsheet program like Microsoft Excel.
Add to Favorites
The Add to Favorites function adds the participants of this group to your favorites list. The Favorites list is an efficient and convenient way for you to keep track of your most important profiles and quickly access them when needed.
Send Group Email
Use the Send Group Email feature to quickly send emails to group participants. The built-in email editor allows for customizing the greeting, subject, body of the email. You can attach files or include links as needed.
Send Group SMS
Use the Send Group SMS to send a text message to the participants of this group. SMS messages are stored and can be quickly accessed in Molbilize.
Print Dymo Labels (Profiles)
The Print Dymo Labels for Profiles function allows you to easily create and print custom labels for the participants (Profiles) of a group. This feature requires a Dymo Label Printer. We recommend a Dymo LabelWriter 450 or LabelWriter 450 Twin Turbo.
Print Dymo Labels (Households)
The Print Dymo Labels for Profiles function allows you to easily create and print custom labels for the participants (Households) of a group. This feature requires a Dymo Label Printer. We recommend a Dymo LabelWriter 450 or LabelWriter 450 Twin Turbo.
Group Demographics
This group demographics report provides an overview of the demographics and characteristics of your group members, including participant and household count, a breakdown of gender, ethnicities, top ten cities, average age, and member status.