Feature Request: Social Groupings / Communities about monica HOT 3 CLOSED

Hi, there is a 'group' setting though creating one is a bit hidden.

If you go to: Settings>Personalize Your Account>Manage Group Types then you can define or create groups. I made one called 'School' and added 'Roles' for 'College' and 'High School'.

Then if you go to a contact, Contact>Social>Add to Group you can add the contact to a group or role and I think that could help for now.

It does ask you to create a group when you attempt to add, you can put in a unique name like 'Friday Night TableTop Games' for a group called 'Gaming' and add the role 'Regulars' for some or 'Occasional' for others who don't show up often.

It would be nice to have a way to create a mailing list from a group or role in a group. I haven't seen anything like that, though I might have missed it!

from monica.

Hi, thanks for the response, I could not find the setting you mention, however I found a tagging system which is good enough for groups. It does not add 'Roles' (I loved your example of 'regular' vs 'occasional') but the tags are the basic functionality I need.

Regarding the settings I couldn't find:
I am on self hosted version 4.1.2

I see Settings > Account Settings which has 'International Settings' and 'Layout'
and Setting > Personalization which has 'Gender Type', 'Field Type', 'Activity Type', 'Life Event' and 'Features'

I also couldn't find Contact > Social anywhere or >Add to Group under any setting in my contact page.

Thanks!

from monica.

The way I obtained the functionality I needed was to add tags and add each person in the group to the tag. I then created a Contact with the name of the Tag + Group.

So I have "Friday Table Games Group" as a contact with the "friday table games" tag and "Roomies D&D Group" as another contact with the "roomies dnd" tag.

In these group contacts is where I add the notes to each social group that I need to remember. When a person joins the group I add the respective tag to the person contact, and voila, I have everything I need.

from monica.