You can filter your Board Member Engagements for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of the engagements, based on your selected criteria.
As an example, if you wanted to know how many board member emails have been sent, you could select "Email Sent" from the Engagement Type drop-down list. Click the "Filter List" button. You can see the total engagements label above the list has changed and gives you a total count of all engagements who have had emails sent as an engagement.
To start, choose Staff and HR > Board Engagement - from the main menu on the left side of the screen.
The filter Panel will automatically open...
Choose criteria to filter the list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Board Member Engagements can be filtered by:
- Engagement Type
- Constituent ID
- Engaged With
- Engagement Date Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the engagements that meet the selected criteria.