Groups

Groups structure your club: teams, age categories, commissions, committee… They are shown in the tree of the left column, and each group can contain subgroups.

Groups are used throughout GestiClub. Choosing a group also means choosing all its subgroups:

• Attendance: the attendance list of a training takes over the members of the invited group (chapter 8: Schedule & attendance).
• Events: a group added to the participants of an event registers all its members, and the list follows the group's changes.
• Emails: a group can be the recipient of a message or a newsletter (chapter 7: Emails & newsletters).
• Invoicing: an invoice addressed to a group goes to each of its members (chapter 10: Invoicing).

1. 1Groupsopens the menu, in the toolbar.
2. 2The selected membersGroups and functions places the selected members in a group, moves them there or changes their function; Remove from group takes them out of a group. These two commands stay greyed out until a row is selected.
3. 3The structureNew group creates a top-level group. New subgroup, Edit group and Delete group act on the last group clicked in the tree, and stay greyed out until a group is chosen.

1. 1For a main group, click Groups › New group. For a subgroup, first click the parent group in the tree, then Groups › New subgroup.
2. 2Type the Group name.
3. 3Click Save. The group appears at the top of its level in the tree: drag it to place it elsewhere (see "Reorganising the tree").

1. 1Group namerequired, and unique across the whole club: two subgroups with the same name under two different parents are refused ("This group name is already taken.").
2. 2Subgroup ofrecalls the parent group, here Juniors.
3. 3Savecreates the group. The button stays greyed out while the name is empty.

Click the group in the tree, then:

• Groups › Edit group opens the same window to change its name;
• Groups › Delete group asks for confirmation before deleting it.

GestiClub only deletes an empty group, with no subgroup and no active member. Otherwise, the window shows the boxed message: first remove the members, then delete or move the subgroups. The members' history keeps the name of deleted groups.

The commands of the Groups menu and drag and drop act on the selected rows of the grid. A click on a row selects that row alone; to select several:

• Ctrl + click on a row adds it to the selection, or removes it;
• a click in the tick box, at the start of the row, does the same;
• the box in the header selects all the rows displayed, or deselects them.

1. 1The tick boxesclick in this column to add a row to the selection or remove it. Each selected row carries a tick there.
2. 2Select allthe box in the header selects or deselects all the rows displayed.
3. 3Ctrl + clickhere, Lucas was selected with a click, then Romain added with Ctrl + click.

1. 1Select the members in the grid.
2. 2Click Groups › Groups and functions.
3. 3Choose the Target group and, if needed, the Function.
4. 4Leave the Add to group action, then click Confirm. The grid and the tree update.

1. 1Target grouponly the groups with no subgroup are offered. If such a group is selected in the tree, or if you dragged the rows onto it, it is already chosen, like Seniors here.
2. 2Functionthe members' function in this group: Coach, Participant, President… Leave Make a selection to give no function. The list is set in Settings › Selection lists › Functions.
3. 3ActionAdd to group keeps the members' other groups. Move to group removes them from all their other groups. Change the function in this group only changes their function (see below).
4. 4Confirmapplies the action to all the selected members.

To change the function of members already in a group, without touching their groups:

1. 1Click the group in the tree: the grid only shows its members.
2. 2Select the members whose function changes.
3. 3Click Groups › Groups and functions. The group is already chosen.
4. 4Choose the new Function, then the Change the function in this group action.
5. 5Click Confirm.

The selected members who are not part of the group are skipped. To remove the function, leave Make a selection. The History tab of each record keeps the former function.

For a single member, you can also change their function on their record: Club data tab, Groups & functions section, pencil on the group's tag (see "Adding an adult member").

You can also drag the selected rows of the grid straight onto a group of the tree.

1. 1The selected rowsgrab one of them, anywhere but on its tick box or its buttons, and drag it: the whole selection follows.
2. 2The target groupit is outlined with dots when you hover over it, and the tag shows the number of members dragged. Release the mouse button.

The Groups and functions window then opens, with this group as target: choose the function and the action, then click Confirm. On a group that has subgroups, the drop is refused. You can drag companies, but not families.

1. 1Click the group in the tree, then select the members to remove.
2. 2Click Groups › Remove from group. The members are removed straight away, without confirmation.

If no group is selected in the tree, the Remove from a group window asks you to choose the Target group, then to click Confirm. The members keep their other groups, and the History tab of their record keeps a trace of their time in the group.

Drag a group in the tree to move it, with all its subgroups:

• dropped on the top or bottom of a group, it is placed before or after it, at the same level;
• dropped in the middle of a group, it becomes one of its subgroups.

1. 1The group being movedhere Groupe 2, faded during the move; its name follows the pointer.
2. 2The destinationa frame surrounds the group that will receive it, here Juniors: Groupe 2 will become one of its subgroups. For a position before or after a group, a line appears.

The new order is saved as soon as you release the button. You move one group at a time, and only with the mouse: on a touch screen, the tree cannot be reorganised. A group cannot be dropped into one of its own subgroups.