Groups are the best way to record your meetings in Elvanto. Using all of Groups’ features will ensure you get the most out of them.
What’s a Group?
A Group is how Elvanto organizes people who meet together, but aren’t a Department. For example, Home Groups, Small Groups, Women’s Groups, and even Church Boards.
For more on Groups, visit this page.
Learn how to create Groups at this link.
Groups vs Events
Scheduling meetings as events can be very useful to ensure that no one misses the meeting, but you will miss out on a lot of the Astra functions of Groups if you don’t also set up a Group.
Group Notes are a great place to keep the records of your meeting for people who weren’t there. At any point after you’ve saved the note, other people can log in and have a look at what happened. Just make sure it’s not a Private Note.
For more advanced uses of Group Notes and their possible categories, have a look at this link.
Accessing Groups from the Member Area
If your meetings involve people without the access permissions needed to view Groups in the admin area, you can give them access to Groups in the Member Area.
Visit this page to see how to allow access to Groups from the Member Area.