Feature Request: Social Groupings / Communities

[rodrigoalonso-carb]

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Is your feature request related to a problem? Please describe.

• Monica doesn’t have a feature to add certain contacts to “Social Groups” or “Communities”. I would like to click on “Friday Night TableTop Game Group” and see the list of people that are part of that Group.

Describe the solution you'd like A clear and concise description of what you want to happen.

• As a person with defined social groups, I would like the ability to add contacts to groups/communities (multiple).
• I could then click on “Friday Night TableTop Games” groups and see a list of the people in said group. I could click on each person to go to their contact page so I can see past notes.
• A bonus would be to add notes for the groups, and reminders also to the group. Treated as a Contact, but with a list of contacts.

Describe alternatives you've considered (optional) The alternative is to remember who are the regulars of my different communities to invite them and review the notes beforehand. however there are people that I forget to invite and people that go without invitation that I didn’t read my notes on.

Additional context I pertain to several different communities with regular meetings and in each meeting I always forget to invite x person, or even forget their names. Any simple solution or other ideas are we

Thank you for considering my enhancement, and thank you so much for this life changing product, I am very grateful!

[jawadakhan97]

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!

[rodrigoalonso-carb]

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!

[rodrigoalonso-carb]

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.