Add/Edit a Group

Overview

This document details how to add and edit a group in the Donor & Alumni Relationship Tool (DART).

You must have the DART Stewardship role to perform this task.

Important Information

• To add or edit a group, the primary contact for the group must already have a constituent record in DART.

Add a Group

1. Click the Constituents drop-down arrow.
2. Click Add a group.

Note: All mandatory fields are shaded in yellow and must be filled out to add a group.



3. Enter a Name for the group.

Note: Naming convention: Type_Unitcode_Name of Group.

4. Enter a short Description of the group’s purpose.
5. Enter or Lookup a Primary contact.
6. Select the Group type.

Note:The group type will always default to committee, other types must be manually selected.

Note: If applicable, check the Group gives anonymously checkbox.

7. Choose to consolidate Member data over all time or from a specific day forward.
8. Click Copy from primary contact to populate contact information from the contact’s constituent record.

Note: This shortcut should only be used if you are certain that the contact information in the constituent record is current and valid.

9. Enter all relevant contact information for the group’s primary contact, if you did not used the Copy from Primary option.
10. Select an Information source from the dropdown menu.
11. Click Save.

Edit a Group

Note: To edit a group, you must search for a group using the Constituent Search function. Check the Group/Household filter to narrow your results.

1. Once the group is located, the Edit group option will display on the Tasks panel of the Explorer Bar.
2. Click Edit group.



3. Enter any necessary changes to the group.
4. Click Save.