YourCause CRM - Adding existing event to a Group

Deb Fuller
Deb Fuller
Facilitator 1 Participant First Anniversary
in Developer Discussions

Is there an ETA on when we will be able to add an existing event to a group in YourCause CRM?

Answers

  • Jewell Willett
    Jewell Willett Blackbaud Employee
    Kudos 5 Third Anniversary Name Dropper Participant
    edited August 14

    Hi Deb! I am happy to help here. May I confirm that you mean YourCause CSRconnect? If so, any existing event can be added to a Group today. From the Event Page, anyone in the Group, managing the Group, or as Customer Administrator with the permissions to manage Groups in the Client Admin Portal will see the option on the event page. In addition, you can use the event link and from the Group itself you can add events to the Group on the Events Tab (as well as add Projects to the Group if you are using Volunteer Projects).

    Hope this helps! Feel free to reach out or connect and as YourCause-specific questions in our private YourCause Community for our corporate customers like you.

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