[Donor Management System] How to See All of Your Groups and Smart Groups

This article covers finding your previously-created Groups and Smart Groups. You can also:


Viewing All Groups

From the Contacts Tab

1. Go to the Contacts Tab

2. Select Advanced Actions on the top right corner of the screen and then Manage Groups

3. On the Manage Groups page, you will be able to see a list of all Groups

Note: Smart Groups will be labelled with (Smart Group)

4. You can then select Contacts to view the contacts that make up each specific group.


From the Administer Tab

1. Go to the Administer Tab

2. Under CanadaHelps Contribute, select Manage Groups

3. On the Manage Groups page, you will be able to see a list of all Groups

Note: Smart Groups will be labelled (Smart Group)

4. You can then select Contacts to view the contacts that make up each specific group.

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