List Filters

To view only records that share specific characteristics, select Filters and choose the criteria of the items to work with. When you apply filters, you can view their selected criteria at the top of the list.

The filters available depend on the type of records in the list:

  • When you work with a list or map of constituents, you can use filters to fine-tune recipients of a communication or analyze wealth ratings.

  • When you work with a list of actions, you can use filters to prioritize overdue phone calls.

  • When you work with a list of opportunities, you can use filters to view and manage details and track your efforts to build relationships with prospects and secure major gifts

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a status and an assigned fundraiser, you can create a list of past due actions assigned to you.

  1. Select Filters .

  2. Choose the criteria of the records to include and select Apply changes. Your selected criteria appear at the top of the list.

  3. To set a filter's value, select the filter at the top of the list and choose values to further fine-tune criteria.

  4. Select Apply filter.

To reset a value for a specific filter, choose the filter at the top of the list and select Clear filter. To reset all filters to their original values, select Clear all values and confirm that you want to remove the values you selected.

Tip: No filters will be removed from your list, just the values you applied.

To remove criteria from your list, select Filters . Clear the checkbox next to the filter you wish to remove and select Apply changes.

To filter a list around a specific location, select Map and Select map filter, draw a box around the area to include, and select List . For more information, see Constituent Map.

To select filters that automatically appear at the top of the list when you open a new list, you can set default filters. Select Filters and select default filters to apply to all lists. Select Set as default filters.

Note: If you do not set default filters, then commonly used filters based on the list type will appear when you open a new list.

Tip: Constituent lists exclude deceased and inactive records by default. To view these records, select Filters and apply the Deceased and Inactive filters to your list. Select the filters at the top of the list and set their values to include deceased and inactive records.