Many analysts currently using TEA categorize records into groups that are unique to their organization. This grouping feature aids in the management of records throughout the various modules within TEA. For example, in the Persons module, an analyst may create a group named ‘Volunteers’. As new Volunteers are added to the database, they can be associated to the volunteers group.
The main advantage of grouping is the ability to break down the list of records within a module into smaller, more manageable lists. In addition, TEA reports, merge letters, labels and bulk e-mail may be generated for a specific group. For example, if your board requires a report on total volunteers, you may create a group for these records, allowing you to easily print any report for only those records within that group.
TEA 10 has enhanced this already valuable feature:
Sub-Grouping
Not only can you create a list of groups within each module, but in TEA 10, you now have the ability to create sub-groups within a group or even sub-groups within a sub-group. The value of this enhancement is the ability to further organize records. For example, in the Persons module, you may have a main group named ‘Volunteers’ that includes every volunteer member of the organization. Within that group, you may create a sub-group for each specific committee or project the volunteer is assisting with. By creating the specific sub-groups, you can easy drill-down to the desired list of persons or objects in any module.
Organizing Groups
The grouping feature has become more flexible and allows users to easily modify the layout in which the groups are organized. By simply using the mouse, you are able to drag and drop groups and sub-groups into the desired position on the group navigation tree. This gives you complete control over the location of each group.
In addition to drag and drop capabilities for the positioning of groups, you also have the capacity to drag and drop selected records directly into groups. The drag and drop feature gives you the option to place the records into an existing group, or easily create a new group for the records.
As well, changing the name of an existing group is now simply a matter of selecting that group and assigning a new name to it. All the records associated to the original group will remain associated after the name has been modified.
The main advantage of grouping is the ability to break down the list of records within a module into smaller, more manageable lists. In addition, TEA reports, merge letters, labels and bulk e-mail may be generated for a specific group. For example, if your board requires a report on total volunteers, you may create a group for these records, allowing you to easily print any report for only those records within that group.
TEA 10 has enhanced this already valuable feature:
Sub-Grouping
Not only can you create a list of groups within each module, but in TEA 10, you now have the ability to create sub-groups within a group or even sub-groups within a sub-group. The value of this enhancement is the ability to further organize records. For example, in the Persons module, you may have a main group named ‘Volunteers’ that includes every volunteer member of the organization. Within that group, you may create a sub-group for each specific committee or project the volunteer is assisting with. By creating the specific sub-groups, you can easy drill-down to the desired list of persons or objects in any module.
Organizing GroupsThe grouping feature has become more flexible and allows users to easily modify the layout in which the groups are organized. By simply using the mouse, you are able to drag and drop groups and sub-groups into the desired position on the group navigation tree. This gives you complete control over the location of each group.
In addition to drag and drop capabilities for the positioning of groups, you also have the capacity to drag and drop selected records directly into groups. The drag and drop feature gives you the option to place the records into an existing group, or easily create a new group for the records.
As well, changing the name of an existing group is now simply a matter of selecting that group and assigning a new name to it. All the records associated to the original group will remain associated after the name has been modified.
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