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Author Topic: Adding to/removing from groups on the same screen  (Read 1262 times)

LindseyM

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Adding to/removing from groups on the same screen
September 05, 2012, 02:47:26 pm
We sometimes need to add numerous individuals to a group and also remove the same individuals from another group in the same instance.

At present, if I select 60 individuals and use 'Add contacts to group', once the action is completed I am returned to the contact list screen and all the previously selected individuals are unticked.  I then have to re-tick them and select 'Remove contacts from group'.

A workaround is to initially add the individuals to an interim group. In this group I then select 'all' and do the adding and removing before emptying the interim group... but this leaves a history which is of no interest.

Might it be possible to have the adding/removing function on the same screen?

Dave Greenberg

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Re: Adding to/removing from groups on the same screen
September 07, 2012, 09:58:29 am
Lindsay - I just tested the "Add Contacts to Group" flow in 4.2 and it no longer loses the selected contacts in search results after you've added them to a group. Can you try that on the public demo and see if that ameliorates your main issue?
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LindseyM

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Re: Adding to/removing from groups on the same screen
September 07, 2012, 10:40:22 am
Thanks for the speedy response Dave... especially as it also contains a solution!  That solves it perfectly as the individuals remain selected.  :)

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Adding to/removing from groups on the same screen

This forum was archived on 2017-11-26.