Creating a New Subgroup

To create a new subgroup:

1. From Committee & Subgroup Central, select Create a New Subgroup.
   The Create New Subgroup screen displays, as shown below.
   
2. From the Name And Address tab, perform the following:
   1. The Subgroup ID is generated automatically, but can be changed if necessary.
   2. Select the Subgroup Class from the drop-down.
      The values in this drop-down are populated based on the non-fixed codes defined for the CUS "CUSTOMER_CLASS" system type and for the code, and in the For Record Type field has a "S" entered. In ThreeSixty, S refers to subgroup.
3. From the Name Information section:
   1. Enter the Subgroup Name.
   2. If necessary, enter the subgroup's Prefix.
   3. By default, the Include in Print Directory and Include in Web/Mobile Directory options are selected. If the new subgroup's information should NOT be published in any base directory reports, whether printed or published on the Web (e.g., XBT1202), do not select these options.
4. From the Primary Contact section:
   1. If necessary, select a primary contact by entering at least three characters and clicking the magnifying glass search icon in the Primary Contact field to display available options.
      The Primary Contact field auto-populates based on your selection. Alternatively, click Advanced to display a search screen will open for you to search for and select the primary contact. Search for the primary contact using the search fields. Once you have located the correct primary contact in the results grid, select the row and click Select to populate that committee's information in the Primary Contact section.
   2. If you selected a primary contact, select whether you want to Use Linked Address. If you select this option, select the appropriate address from the Use Address drop-down and the address fields in the Address section will be automatically populated with the selected address.
   3. If necessary, select a different Use Address from the drop-down.
5. From the Mailing Information section:
   1. If necessary, enter the Attention Line.
   2. If necessary, enter the Mail Stop.
   3. If necessary, enter the Job Title.
   4. If necessary, enter the Personal Line.
6. From the Address section:
   1. Select the Address Type from the drop-down.
      The values in this drop-down are populated based on the non-fixed codes defined for the CUS "ADDRESS_TYPE" system type.
   2. Based on the address structure, enter the required field and optional fields if necessary.
7. From the Address Options section:
   1. If the new subgroup does NOT want their address to display on base roster reports (e.g., MBR1212PE), select the Confidential option.
   2. By default, the Include in Print Directory and Include in Web/Mobile Directory options are selected. If the new subgroup's information should NOT be published in any base directory reports, whether printed or published on the Web (e.g., XBT1202), do not select these options.
   3. Enter the priority in which the address will be listed in the directory in the Directory Priority field.
   4. By default, the Default Bill-to and Default Ship-To options are selected and read-only. At least one address must be designated as the default bill-to and default ship-to address. Since this is the subgroup's first address in the system, these options are selected. Once the subgroup is added to the system, you can add an additional address and designate which of the two is the default bill-to or default ship-to address on all orders for this subgroup.
8. To proceed to enter member setup information, click Save And Continue.

When the subgroup is saved, the system will attempt to validate the address entered. If the system cannot validate the address, the Outstanding Issues page displays, as shown below. Select the appropriate option and click Save to continue.

1. If you selected to save and continue, the Member Setup tab displays, as shown below.
   
2. From the Link to a Committee for Officers section:
   1. If necessary, select a linked committee by entering at least three characters and clicking the magnifying glass search icon in the Linked Committee field to display available options.
3. From the Link to a Membership Product section:
   1. If necessary, select a linked product by entering at least three characters and clicking the magnifying glass search icon in the Linked Product field to display available options.
4. To proceed to enter contact information, click Save And Continue.
5. The Contact Information tab displays, as shown below.
   
6. From the Add Contact Methods section:
   1. Select the appropriate Type from the drop-down.
   2. Select the appropriate Location from the drop-down.
   3. Select the appropriate Country from the drop-down.
   4. Enter the Number/Address.
   5. By default, the Primary option is selected. Change this if needed.
   6. By default, the Include in Web/Mobile Directory option is selected. Change this if needed.
   7. By default, the Include in Print Directory option is selected. Change this if needed.
7. Click Save.
   The record is added to the Contact Methods section.
8. If necessary, add additional contact methods.
9. Click Done when you're finished creating the subgroup.